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
1051
$877K 0.01%
12,743
+4,788
1052
$876K 0.01%
9,295
-1,450
1053
$876K 0.01%
5,597
+1,080
1054
$875K 0.01%
9,565
+6,900
1055
$875K 0.01%
7,955
-12
1056
$872K 0.01%
8,450
+866
1057
$871K 0.01%
17,635
-1,381
1058
$869K 0.01%
17,762
-759
1059
$869K 0.01%
26,026
-4,630
1060
$867K 0.01%
65,078
+3,998
1061
$864K 0.01%
13,966
-198
1062
$863K 0.01%
41,221
-20,733
1063
$861K 0.01%
19,381
+6,933
1064
$860K 0.01%
3,944
-44
1065
$859K 0.01%
26,257
-12,784
1066
$858K 0.01%
14,509
+1,086
1067
$857K 0.01%
36,085
-11,648
1068
$857K 0.01%
27,653
-12,754
1069
$853K 0.01%
39,765
-2,467
1070
$853K 0.01%
20,086
+2,118
1071
$853K 0.01%
5,012
-81
1072
$851K 0.01%
19,068
+1,113
1073
$846K 0.01%
8,664
-289
1074
$845K 0.01%
20,235
+3,584
1075
$845K 0.01%
+43,791