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
1201
$701K 0.01%
32,811
+358
1202
$701K 0.01%
9,810
-4,630
1203
$700K 0.01%
13,236
+3,250
1204
$698K 0.01%
12,901
-1,381
1205
$695K 0.01%
13,538
+290
1206
$695K 0.01%
+25,593
1207
$694K 0.01%
19,480
+775
1208
$692K 0.01%
+19,262
1209
$691K 0.01%
+31,174
1210
$690K 0.01%
+11,728
1211
$690K 0.01%
21,194
+735
1212
$688K 0.01%
10,042
+453
1213
$688K 0.01%
11,840
-647
1214
$687K 0.01%
28,590
+13,979
1215
$686K 0.01%
+12,222
1216
$686K 0.01%
18,014
+353
1217
$686K 0.01%
+19,373
1218
$684K 0.01%
44,936
-2,780
1219
$684K 0.01%
53,156
-2,005
1220
$681K 0.01%
11,906
-45
1221
$680K 0.01%
11,131
-307
1222
$680K 0.01%
+12,955
1223
$678K 0.01%
40,078
-26,166
1224
$678K 0.01%
28,595
-13,649
1225
$674K 0.01%
15,972
-616