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
1301
$1.49M ﹤0.01%
12,773
-1,630
1302
$1.48M ﹤0.01%
30,366
-2,329
1303
$1.48M ﹤0.01%
22,781
+2,372
1304
$1.48M ﹤0.01%
4,582
-3,712
1305
$1.47M ﹤0.01%
13,768
+53
1306
$1.47M ﹤0.01%
94,279
+9,130
1307
$1.47M ﹤0.01%
14,978
-18,396
1308
$1.47M ﹤0.01%
78,652
+48,382
1309
$1.46M ﹤0.01%
30,736
+910
1310
$1.46M ﹤0.01%
25,635
+2,137
1311
$1.45M ﹤0.01%
54,700
-4,300
1312
$1.45M ﹤0.01%
18,601
-678
1313
$1.45M ﹤0.01%
12,885
+957
1314
$1.45M ﹤0.01%
36,012
-493
1315
$1.44M ﹤0.01%
18,200
+9,490
1316
$1.44M ﹤0.01%
23,681
+10,958
1317
$1.44M ﹤0.01%
35,648
-9,460
1318
$1.44M ﹤0.01%
+142,350
1319
$1.44M ﹤0.01%
40,289
-17,889
1320
$1.43M ﹤0.01%
56,030
-2,814
1321
$1.43M ﹤0.01%
16,276
+2,868
1322
$1.43M ﹤0.01%
15,835
-1,833
1323
$1.43M ﹤0.01%
27,252
+1,591
1324
$1.43M ﹤0.01%
34,840
-5
1325
$1.42M ﹤0.01%
36,858
-9,352