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
$32.8B
AUM Growth
-$829M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,860
New
Increased
Reduced
Closed

Top Sells

1 +$676M
2 +$228M
3 +$149M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$75.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$72.6M

Sector Composition

1 Technology 14.39%
2 Financials 6.96%
3 Healthcare 6.73%
4 Industrials 6.18%
5 Consumer Discretionary 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1101
$2.05M 0.01%
187,817
-156,927
1102
$2.03M 0.01%
8,989
-16,559
1103
$2.02M 0.01%
250,025
-11,081
1104
$2.02M 0.01%
+9,817
1105
$2.01M 0.01%
8,344
-604
1106
$2.01M 0.01%
+89,900
1107
$2.01M 0.01%
91,981
+11,759
1108
$2M 0.01%
75,175
+479
1109
$1.99M 0.01%
191,831
+82,167
1110
$1.98M 0.01%
172,749
-40,616
1111
$1.98M 0.01%
66,732
+13,904
1112
$1.96M 0.01%
24,369
-4,173
1113
$1.96M 0.01%
22,269
-1,007
1114
$1.96M 0.01%
48,831
-320
1115
$1.96M 0.01%
43,583
+3,013
1116
$1.96M 0.01%
21,246
+8,494
1117
$1.94M 0.01%
28,806
+714
1118
$1.94M 0.01%
21,986
1119
$1.94M 0.01%
40,315
-2,555
1120
$1.92M 0.01%
105,457
+1,385
1121
$1.92M 0.01%
26,930
+4,500
1122
$1.91M 0.01%
28,832
-2,477
1123
$1.91M 0.01%
29,929
-13,000
1124
$1.91M 0.01%
37,378
-29,229
1125
$1.91M 0.01%
36,366
+2,674