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
526
$3.01M 0.03%
74,164
-750
527
$3.01M 0.03%
25,715
+1,580
528
$3.01M 0.03%
153,877
+28,460
529
$2.99M 0.03%
+57,397
530
$2.98M 0.03%
57,818
+1,526
531
$2.97M 0.03%
119,390
-3,832
532
$2.93M 0.03%
42,941
-2,592
533
$2.92M 0.03%
57,089
+718
534
$2.91M 0.03%
59,972
+774
535
$2.91M 0.03%
58,641
+23,097
536
$2.91M 0.03%
50,759
-10,998
537
$2.9M 0.03%
27,693
+1,947
538
$2.9M 0.03%
134,635
+4,112
539
$2.88M 0.03%
35,298
+136
540
$2.87M 0.03%
39,222
+970
541
$2.87M 0.03%
27,675
+17,228
542
$2.85M 0.03%
27,824
-6,276
543
$2.85M 0.03%
39,755
-1,715
544
$2.84M 0.03%
109,737
-56,270
545
$2.83M 0.03%
36,889
-5,666
546
$2.83M 0.03%
22,138
+1,409
547
$2.83M 0.03%
54,068
+4,792
548
$2.81M 0.03%
84,132
+18,792
549
$2.81M 0.03%
64,662
-146
550
$2.8M 0.03%
38,780
+27,210