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
101
$22.3M 0.21%
107,629
+7,796
102
$22.1M 0.21%
304,608
+6,532
103
$21.8M 0.21%
171,798
+7,638
104
$21.5M 0.21%
330,000
+33,479
105
$21.1M 0.2%
135,840
+9,370
106
$20.8M 0.2%
331,209
+125,185
107
$20.8M 0.2%
375,887
+22,453
108
$20.5M 0.2%
274,681
-1,407
109
$20.4M 0.2%
167,067
+8,313
110
$20.4M 0.2%
87,120
-1,781
111
$20.1M 0.19%
40,338
+904
112
$20.1M 0.19%
533,817
+7,456
113
$20.1M 0.19%
139,324
+4,517
114
$20.1M 0.19%
334,258
+119,380
115
$20.1M 0.19%
67,894
-3,506
116
$19.9M 0.19%
163,717
+8,191
117
$19.8M 0.19%
506,140
+53,620
118
$19.6M 0.19%
293,043
+8,605
119
$19.5M 0.19%
310,907
+34,657
120
$19.3M 0.19%
171,430
-7,177
121
$19.1M 0.18%
241,519
+815
122
$19M 0.18%
328,512
+13,949
123
$18.9M 0.18%
479,018
-5,259
124
$18.5M 0.18%
136,497
+6,348
125
$18.5M 0.18%
217,179
-2,126