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
1326
$1.42M ﹤0.01%
12,868
-4,677
1327
$1.42M ﹤0.01%
5,405
+154
1328
$1.42M ﹤0.01%
8,499
+3,352
1329
$1.41M ﹤0.01%
41,908
+17,657
1330
$1.41M ﹤0.01%
50,092
-1,052
1331
$1.41M ﹤0.01%
+35,937
1332
$1.41M ﹤0.01%
+23,436
1333
$1.41M ﹤0.01%
13,485
-3,230
1334
$1.41M ﹤0.01%
34,425
+7,555
1335
$1.41M ﹤0.01%
70,991
+4,865
1336
$1.41M ﹤0.01%
34,601
-902
1337
$1.41M ﹤0.01%
50,962
-307
1338
$1.4M ﹤0.01%
36,551
-5,420
1339
$1.4M ﹤0.01%
19,003
+1,178
1340
$1.4M ﹤0.01%
32,598
+883
1341
$1.4M ﹤0.01%
108,900
-7,301
1342
$1.4M ﹤0.01%
37,778
+4,482
1343
$1.39M ﹤0.01%
102,781
+25,036
1344
$1.39M ﹤0.01%
29,914
+4,680
1345
$1.38M ﹤0.01%
18,584
+4,461
1346
$1.38M ﹤0.01%
15,491
+3,187
1347
$1.38M ﹤0.01%
37,306
-3,459
1348
$1.38M ﹤0.01%
30,933
-39,145
1349
$1.38M ﹤0.01%
17,715
-1,705
1350
$1.37M ﹤0.01%
18,999
+70