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
676
$1.99M 0.02%
152,538
-18,899
677
$1.99M 0.02%
27,678
+108
678
$1.98M 0.02%
18,251
+1,256
679
$1.98M 0.02%
64,375
+3,700
680
$1.97M 0.02%
38,985
+425
681
$1.97M 0.02%
+18,630
682
$1.96M 0.02%
27,925
+9,653
683
$1.96M 0.02%
238,310
+7,500
684
$1.96M 0.02%
+45,312
685
$1.95M 0.02%
68,392
+1,060
686
$1.95M 0.02%
128,899
+7,626
687
$1.95M 0.02%
19,953
+104
688
$1.95M 0.02%
21,243
+2,681
689
$1.95M 0.02%
151,874
-3,202
690
$1.95M 0.02%
12,804
-970
691
$1.93M 0.02%
33,424
+7,617
692
$1.93M 0.02%
47,027
-38,897
693
$1.93M 0.02%
109,151
-18,059
694
$1.93M 0.02%
85,733
+4,554
695
$1.93M 0.02%
47,332
+26,514
696
$1.92M 0.02%
81,906
+2,913
697
$1.92M 0.02%
12,831
-451
698
$1.92M 0.02%
+24,565
699
$1.92M 0.02%
12,999
+3,182
700
$1.92M 0.02%
45,521
-64,160