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
651
$2.18M 0.02%
79,182
+15,175
652
$2.17M 0.02%
28,158
+958
653
$2.16M 0.02%
43,008
-3,618
654
$2.15M 0.02%
51,708
+2,461
655
$2.15M 0.02%
80,372
-879
656
$2.15M 0.02%
97,522
-2,492
657
$2.14M 0.02%
43,748
+2,207
658
$2.14M 0.02%
17,221
-265
659
$2.12M 0.02%
179,982
+445
660
$2.1M 0.02%
+40,488
661
$2.1M 0.02%
23,453
-17,008
662
$2.09M 0.02%
15,856
+7,476
663
$2.07M 0.02%
51,240
+108
664
$2.06M 0.02%
130,330
-890
665
$2.04M 0.02%
43,232
+652
666
$2.04M 0.02%
19,385
+9,176
667
$2.03M 0.02%
87,852
-5,614
668
$2.02M 0.02%
159,495
+1,815
669
$2.02M 0.02%
37,268
-1,303
670
$2.01M 0.02%
8,865
-524
671
$2.01M 0.02%
109,886
+1,034
672
$2.01M 0.02%
70,203
+11,066
673
$2.01M 0.02%
16,691
+351
674
$2.01M 0.02%
20,965
-600
675
$2M 0.02%
72,000
-9,500