Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $42.2B
1-Year Est. Return 18.09%
This Quarter Est. Return
1 Year Est. Return
+18.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$10.4B
AUM Growth
+$463M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,100
New
Increased
Reduced
Closed

Top Buys

1 +$32.8M
2 +$22.2M
3 +$16.5M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$14.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.2M

Sector Composition

1 Financials 8.86%
2 Technology 8.7%
3 Healthcare 8.07%
4 Industrials 6.41%
5 Communication Services 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$64.3M 0.62%
585,865
+202,084
27
$63.9M 0.61%
235,514
+12,946
28
$63M 0.61%
187,681
-5,008
29
$62.8M 0.6%
336,198
+3,847
30
$60M 0.58%
1,035,081
+2,275
31
$59.6M 0.57%
1,621,436
+41,828
32
$58.5M 0.56%
1,360,587
+57,234
33
$58.5M 0.56%
703,789
+6,350
34
$58.4M 0.56%
1,111,614
+51,063
35
$57.7M 0.56%
297,015
-10,546
36
$56.6M 0.54%
425,403
+22,999
37
$55.1M 0.53%
705,625
+51,029
38
$53.4M 0.51%
1,772,108
+127,340
39
$53.1M 0.51%
397,227
+1,721
40
$52.7M 0.51%
1,352,740
+159,955
41
$52.5M 0.51%
333,328
+42,408
42
$51.7M 0.5%
981,084
+34,948
43
$51.3M 0.49%
386,993
+15,286
44
$50.6M 0.49%
1,794,052
+54,601
45
$50.5M 0.49%
605,402
+43,257
46
$47.4M 0.46%
189,892
+22,938
47
$47.1M 0.45%
508,687
+3,230
48
$46.5M 0.45%
236,838
-2,035
49
$46.3M 0.45%
1,412,523
-33,807
50
$45.7M 0.44%
186,257
+4,573