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
51
$45.4M 0.44%
1,020,556
+5,457
52
$44.8M 0.43%
427,072
+23,779
53
$44.1M 0.42%
790,300
+6,080
54
$43.9M 0.42%
403,254
+23,290
55
$43.6M 0.42%
786,167
+16,911
56
$43.3M 0.42%
393,253
-1,894
57
$42.6M 0.41%
218,426
+5,611
58
$41.6M 0.4%
532,256
-67,896
59
$40.5M 0.39%
246,366
+11,603
60
$39.1M 0.38%
584,159
-5,403
61
$37.8M 0.36%
867,338
+32,220
62
$37.7M 0.36%
482,746
-3,174
63
$36.9M 0.35%
695,132
+6,572
64
$36.4M 0.35%
684,151
+50,514
65
$36.4M 0.35%
894,604
+170,256
66
$35.8M 0.34%
631,108
-11,344
67
$35.7M 0.34%
651,293
+101,346
68
$34.4M 0.33%
722,246
+48,288
69
$33.5M 0.32%
181,752
+6,039
70
$33.4M 0.32%
360,208
+857
71
$33.1M 0.32%
785,474
-154,631
72
$32.8M 0.32%
417,178
+17,589
73
$32.8M 0.32%
308,395
+19,692
74
$32.7M 0.31%
321,334
-2,257
75
$32.7M 0.31%
590,718
-5,336