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
626
$2.3M 0.02%
104,437
+7,940
627
$2.29M 0.02%
+82,671
628
$2.29M 0.02%
21,016
+1,605
629
$2.29M 0.02%
15,126
+982
630
$2.29M 0.02%
169,641
-14,625
631
$2.29M 0.02%
27,521
+507
632
$2.28M 0.02%
125,677
+14,286
633
$2.28M 0.02%
18,056
-5,597
634
$2.27M 0.02%
16,737
-5,735
635
$2.26M 0.02%
22,174
+534
636
$2.26M 0.02%
58,020
+49,808
637
$2.25M 0.02%
87,401
+15,432
638
$2.25M 0.02%
36,455
+6,163
639
$2.24M 0.02%
17,993
-81
640
$2.23M 0.02%
31,879
+3,230
641
$2.23M 0.02%
75,251
+1,367
642
$2.23M 0.02%
80,984
+4,848
643
$2.21M 0.02%
26,564
-2,044
644
$2.2M 0.02%
25,993
-47,244
645
$2.2M 0.02%
8,208
+1,334
646
$2.2M 0.02%
73,508
+1,378
647
$2.2M 0.02%
18,660
-5,196
648
$2.2M 0.02%
118,846
+11,852
649
$2.19M 0.02%
109,437
-8,232
650
$2.18M 0.02%
42,186
-2,795