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
51
$132M 0.4%
1,729,786
+34,510
52
$130M 0.4%
293,944
-22
53
$128M 0.39%
1,391,515
+57,389
54
$125M 0.38%
1,716,108
+125,140
55
$119M 0.36%
722,915
-46,998
56
$118M 0.36%
646,680
+19,699
57
$115M 0.35%
1,693,029
-142,032
58
$114M 0.35%
2,404,300
-136,819
59
$113M 0.34%
650,552
+10,377
60
$111M 0.34%
1,394,916
-58,043
61
$108M 0.33%
1,531,164
-43,163
62
$108M 0.33%
1,344,233
+39,439
63
$102M 0.31%
680,972
-1,282
64
$102M 0.31%
1,324,415
-50,298
65
$99.3M 0.3%
1,559,747
+72,879
66
$98.4M 0.3%
1,457,001
-36,385
67
$96M 0.29%
112,907
-718
68
$95.7M 0.29%
375,686
-6,553
69
$94.2M 0.29%
516,004
-17,475
70
$94.1M 0.29%
937,554
-14,465
71
$89M 0.27%
367,697
-15,156
72
$88.4M 0.27%
1,650,512
+819,545
73
$85.7M 0.26%
257,160
-1,510
74
$84.6M 0.26%
1,552,996
+36,226
75
$84.6M 0.26%
544,256
-4,811