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
851
$1.31M 0.01%
21,310
+2,354
852
$1.31M 0.01%
152,000
+2,900
853
$1.31M 0.01%
37,351
-1,349
854
$1.31M 0.01%
28,208
+5,066
855
$1.3M 0.01%
33,048
-234
856
$1.3M 0.01%
25,981
-13,585
857
$1.3M 0.01%
27,712
+525
858
$1.3M 0.01%
38,578
+3,457
859
$1.29M 0.01%
26,480
+2,095
860
$1.29M 0.01%
63,538
-4,407
861
$1.28M 0.01%
24,851
+1,330
862
$1.28M 0.01%
29,133
-29,353
863
$1.28M 0.01%
35,956
+3,048
864
$1.28M 0.01%
17,492
+752
865
$1.28M 0.01%
12,012
-8,592
866
$1.27M 0.01%
118,272
+9,743
867
$1.27M 0.01%
6,945
-3,693
868
$1.27M 0.01%
4,516
+11
869
$1.27M 0.01%
30,085
-1,780
870
$1.27M 0.01%
22,515
-14,084
871
$1.26M 0.01%
28,080
+5,512
872
$1.26M 0.01%
24,276
-520
873
$1.26M 0.01%
28,229
+760
874
$1.26M 0.01%
17,097
-2,387
875
$1.26M 0.01%
23,711
-7,240