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
1201
$1.6M ﹤0.01%
44,615
+215
1202
$1.59M ﹤0.01%
55,200
-7,656
1203
$1.59M ﹤0.01%
48,459
-505
1204
$1.59M ﹤0.01%
55,606
+19,725
1205
$1.59M ﹤0.01%
82,307
+3,095
1206
$1.59M ﹤0.01%
56,189
+41,837
1207
$1.58M ﹤0.01%
+5,185
1208
$1.58M ﹤0.01%
80,853
+2,839
1209
$1.57M ﹤0.01%
42,715
+6,983
1210
$1.57M ﹤0.01%
32,455
+20,785
1211
$1.57M ﹤0.01%
15,201
-166
1212
$1.57M ﹤0.01%
12,303
-590
1213
$1.57M ﹤0.01%
13,562
+6,332
1214
$1.57M ﹤0.01%
162,273
-22,117
1215
$1.55M ﹤0.01%
146,310
-10,437
1216
$1.55M ﹤0.01%
46,983
-15,564
1217
$1.55M ﹤0.01%
19,708
+961
1218
$1.55M ﹤0.01%
34,564
-683
1219
$1.54M ﹤0.01%
4,010
-84
1220
$1.54M ﹤0.01%
106,462
+41,369
1221
$1.54M ﹤0.01%
12,460
-410
1222
$1.54M ﹤0.01%
68,908
-4,450
1223
$1.54M ﹤0.01%
22,506
-13,134
1224
$1.54M ﹤0.01%
21,352
+2,751
1225
$1.54M ﹤0.01%
28,719
+2,968