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
$32.8B
AUM Growth
-$829M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,860
New
Increased
Reduced
Closed

Top Sells

1 +$676M
2 +$228M
3 +$149M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$75.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$72.6M

Sector Composition

1 Technology 14.39%
2 Financials 6.96%
3 Healthcare 6.73%
4 Industrials 6.18%
5 Consumer Discretionary 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
$5.5M 0.02%
176,073
+12,897
702
$5.46M 0.02%
61,954
+10,953
703
$5.45M 0.02%
659,287
+220,454
704
$5.41M 0.02%
73,546
-5,762
705
$5.4M 0.02%
225,782
-3,082
706
$5.39M 0.02%
9,140
-241
707
$5.38M 0.02%
82,751
-4,203
708
$5.37M 0.02%
39,000
+6,810
709
$5.32M 0.02%
52,799
-4,893
710
$5.31M 0.02%
459,653
-18,580
711
$5.3M 0.02%
104,188
-1,045
712
$5.24M 0.02%
139,160
+2,524
713
$5.23M 0.02%
232,652
+54,708
714
$5.22M 0.02%
134,961
-2,413
715
$5.21M 0.02%
129,409
-10,701
716
$5.19M 0.02%
54,357
-2,295
717
$5.19M 0.02%
250,507
-12,544
718
$5.18M 0.02%
228,167
-2,796
719
$5.18M 0.02%
244,792
+79,550
720
$5.17M 0.02%
50,252
-1,601
721
$5.13M 0.02%
108,203
-467
722
$5.12M 0.02%
37,714
+586
723
$5.1M 0.02%
27,868
-16,661
724
$5.1M 0.02%
53,592
-337
725
$5.07M 0.02%
600,392
+20,122