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
601
$2.43M 0.02%
64,785
+6,258
602
$2.42M 0.02%
21,070
-8,088
603
$2.42M 0.02%
24,582
+5,108
604
$2.42M 0.02%
90,789
+20,609
605
$2.41M 0.02%
32,870
+3,171
606
$2.4M 0.02%
450,385
+6,875
607
$2.4M 0.02%
68,520
+17,911
608
$2.4M 0.02%
68,660
+2,205
609
$2.39M 0.02%
150,147
+13,180
610
$2.39M 0.02%
97,973
+7,684
611
$2.38M 0.02%
49,008
+1,065
612
$2.38M 0.02%
308,001
-47,787
613
$2.38M 0.02%
56,127
+4,149
614
$2.37M 0.02%
30,771
+12
615
$2.34M 0.02%
41,071
+2,254
616
$2.34M 0.02%
43,688
+8,764
617
$2.34M 0.02%
66,025
-2,445
618
$2.33M 0.02%
13,277
+1,072
619
$2.33M 0.02%
168,448
-1,277
620
$2.32M 0.02%
51,450
+3,445
621
$2.31M 0.02%
35,557
-299
622
$2.31M 0.02%
53,245
+2,048
623
$2.31M 0.02%
46,675
+1,330
624
$2.31M 0.02%
80,929
+2,557
625
$2.31M 0.02%
107,517
+4,930