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
1076
$2.46M 0.01%
17,941
+5,620
1077
$2.44M 0.01%
122,318
+28,687
1078
$2.44M 0.01%
17,665
+942
1079
$2.43M 0.01%
229,360
+59,777
1080
$2.42M 0.01%
55,306
-168
1081
$2.42M 0.01%
+55,960
1082
$2.41M 0.01%
638,600
-13,000
1083
$2.41M 0.01%
51,606
+249
1084
$2.41M 0.01%
78,226
+8,616
1085
$2.41M 0.01%
234,742
-808
1086
$2.39M 0.01%
249,127
+45,457
1087
$2.38M 0.01%
658,186
+3,108
1088
$2.37M 0.01%
441,250
-5,750
1089
$2.37M 0.01%
40,638
-9,013
1090
$2.37M 0.01%
66,035
-277,533
1091
$2.36M 0.01%
47,800
-9,808
1092
$2.35M 0.01%
40,190
1093
$2.33M 0.01%
89,745
+3,391
1094
$2.33M 0.01%
79,030
+6,786
1095
$2.33M 0.01%
+99,408
1096
$2.32M 0.01%
24,285
-673
1097
$2.31M 0.01%
5,329
-1,748
1098
$2.31M 0.01%
40,641
-17,353
1099
$2.31M 0.01%
58,790
+48,198
1100
$2.3M 0.01%
46,131
+143