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
76
$32.7M 0.31%
236,598
+6,040
77
$32.6M 0.31%
1,140,516
-14,034
78
$32.2M 0.31%
1,021,066
-361,596
79
$31.4M 0.3%
978,777
-92,331
80
$31.2M 0.3%
747,880
+1,272
81
$30.3M 0.29%
570,918
+9,832
82
$29.5M 0.28%
672,201
-780
83
$29.5M 0.28%
538,524
+6,691
84
$29.2M 0.28%
212,421
+14,151
85
$28.1M 0.27%
266,376
+1,432
86
$27.1M 0.26%
319,113
-51,992
87
$27M 0.26%
387,926
+7,533
88
$26.8M 0.26%
609,320
+17,944
89
$26.7M 0.26%
268,298
+18,095
90
$26.3M 0.25%
325,259
-2,874
91
$25.8M 0.25%
309,919
+3,311
92
$25.6M 0.25%
132,573
-4,433
93
$25.3M 0.24%
187,294
+27,210
94
$24.9M 0.24%
496,905
+77,907
95
$24.8M 0.24%
158,369
+13,467
96
$24.2M 0.23%
367,244
+1,863
97
$23.6M 0.23%
386,568
-2,222
98
$23.5M 0.23%
251,854
+5,164
99
$23.1M 0.22%
169,956
+16,717
100
$22.3M 0.21%
413,541
+16,358