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
1126
$2.17M 0.01%
41,994
+5,078
1127
$2.16M 0.01%
16,420
-1,961
1128
$2.15M 0.01%
32,129
-2,230
1129
$2.15M 0.01%
52,572
-3,392
1130
$2.15M 0.01%
35,755
-2,425
1131
$2.15M 0.01%
28,047
+8,116
1132
$2.15M 0.01%
42,296
-445
1133
$2.14M 0.01%
103,815
+38,973
1134
$2.13M 0.01%
79,088
-58,042
1135
$2.13M 0.01%
3,759
+897
1136
$2.12M 0.01%
40,128
+20,040
1137
$2.12M 0.01%
27,214
-1,285
1138
$2.11M 0.01%
60,276
-151
1139
$2.1M 0.01%
280,534
-16,860
1140
$2.1M 0.01%
6,163
+230
1141
$2.1M 0.01%
91,710
+2,983
1142
$2.09M 0.01%
80,090
+11,950
1143
$2.09M 0.01%
41,506
-772
1144
$2.09M 0.01%
91,288
+8,484
1145
$2.09M 0.01%
49,758
-500
1146
$2.08M 0.01%
13,305
-9,541
1147
$2.08M 0.01%
66,144
-7,567
1148
$2.08M 0.01%
16,586
-470
1149
$2.07M 0.01%
51,892
-1,781
1150
$2.07M 0.01%
134,195
-131,339