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
$35.3B
AUM Growth
-$806M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,905
New
Increased
Reduced
Closed

Top Buys

1 +$320M
2 +$96.6M
3 +$73.1M
4
OEF icon
iShares S&P 100 ETF
OEF
+$51.2M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$48.1M

Top Sells

1 +$239M
2 +$101M
3 +$94.6M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$72.8M
5
PFE icon
Pfizer
PFE
+$65.1M

Sector Composition

1 Technology 12.63%
2 Financials 8.48%
3 Healthcare 6.2%
4 Industrials 5.95%
5 Consumer Discretionary 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
876
$3.95M 0.01%
+106,447
877
$3.93M 0.01%
93,157
+24,110
878
$3.92M 0.01%
96,468
+15,870
879
$3.92M 0.01%
206,967
+8,757
880
$3.91M 0.01%
22,706
+617
881
$3.89M 0.01%
78,370
+15,886
882
$3.89M 0.01%
40,355
-1,063
883
$3.88M 0.01%
128,918
+111
884
$3.86M 0.01%
21,283
+1,128
885
$3.85M 0.01%
119,039
+70,793
886
$3.85M 0.01%
25,180
+160
887
$3.84M 0.01%
40,471
-26,929
888
$3.84M 0.01%
+19,120
889
$3.82M 0.01%
64,051
+12,981
890
$3.81M 0.01%
93,486
-5,562
891
$3.81M 0.01%
108,966
+6,091
892
$3.78M 0.01%
50,468
+3,976
893
$3.78M 0.01%
382,023
+6,794
894
$3.77M 0.01%
35,066
-4,112
895
$3.74M 0.01%
55,257
-5,032
896
$3.74M 0.01%
17,831
+14,044
897
$3.73M 0.01%
49,086
+13,673
898
$3.72M 0.01%
133,798
+23,724
899
$3.72M 0.01%
20,206
-1,689
900
$3.7M 0.01%
244,809
-21,662