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
1176
$1.92M 0.01%
16,093
-4,316
1177
$1.91M 0.01%
32,813
+298
1178
$1.91M 0.01%
28,355
-13,486
1179
$1.9M 0.01%
25,483
+4,969
1180
$1.9M 0.01%
13,775
-2,085
1181
$1.9M 0.01%
46,462
+663
1182
$1.9M 0.01%
433,996
-81
1183
$1.89M 0.01%
28,664
+2,816
1184
$1.89M 0.01%
20,498
+605
1185
$1.89M 0.01%
+15,210
1186
$1.88M 0.01%
28,901
-1,841
1187
$1.88M 0.01%
120,965
-6,649
1188
$1.88M 0.01%
46,460
+19,993
1189
$1.88M 0.01%
52,108
-40,134
1190
$1.87M 0.01%
46,688
-3,979
1191
$1.87M 0.01%
9,496
-308
1192
$1.87M 0.01%
23,184
-193
1193
$1.87M 0.01%
39,652
+14,562
1194
$1.85M 0.01%
75,624
+19,668
1195
$1.85M 0.01%
38,895
+9,198
1196
$1.84M 0.01%
9,825
-339
1197
$1.84M 0.01%
4,994
-104
1198
$1.84M 0.01%
39,429
-8
1199
$1.84M 0.01%
25,868
+109
1200
$1.83M 0.01%
607,436
+56,511