Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $43.6B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$12.6B
AUM Growth
-$2.59B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,178
New
Increased
Reduced
Closed

Top Buys

1 +$72M
2 +$71.5M
3 +$71.5M
4
IWM icon
iShares Russell 2000 ETF
IWM
+$61.3M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$55.5M

Sector Composition

1 Technology 9.74%
2 Healthcare 8.33%
3 Financials 7.11%
4 Industrials 5.1%
5 Consumer Staples 4.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
826
$1.37M 0.01%
116,105
+33,785
827
$1.37M 0.01%
150,150
828
$1.37M 0.01%
48,275
+2,047
829
$1.37M 0.01%
27,592
+4,182
830
$1.37M 0.01%
78,076
+19,054
831
$1.36M 0.01%
23,890
-4,404
832
$1.36M 0.01%
27,085
-6,001
833
$1.35M 0.01%
25,865
+6,338
834
$1.35M 0.01%
82,290
835
$1.35M 0.01%
27,979
-155,539
836
$1.34M 0.01%
49,418
+4,065
837
$1.34M 0.01%
10,107
-4,187
838
$1.34M 0.01%
27,726
+9,100
839
$1.34M 0.01%
106,035
+4,350
840
$1.34M 0.01%
209,312
+40,555
841
$1.33M 0.01%
174,274
+5,603
842
$1.33M 0.01%
39,052
+3,355
843
$1.32M 0.01%
16,341
+683
844
$1.31M 0.01%
19,990
-5,523
845
$1.3M 0.01%
50,373
-34,760
846
$1.3M 0.01%
68,670
+8,470
847
$1.3M 0.01%
38,231
-150
848
$1.29M 0.01%
23,816
-1,632
849
$1.29M 0.01%
76,806
-8,043
850
$1.28M 0.01%
33,517
-69,341