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
1376
$1.33M ﹤0.01%
24,972
-21,508
1377
$1.32M ﹤0.01%
18,068
+2,576
1378
$1.32M ﹤0.01%
+29,629
1379
$1.32M ﹤0.01%
46,062
-8,370
1380
$1.31M ﹤0.01%
31,203
+2,050
1381
$1.31M ﹤0.01%
21,951
-2,983
1382
$1.31M ﹤0.01%
34,453
+1,651
1383
$1.31M ﹤0.01%
7,424
+417
1384
$1.31M ﹤0.01%
+4,946
1385
$1.3M ﹤0.01%
37,791
+32,006
1386
$1.3M ﹤0.01%
25,655
-115
1387
$1.3M ﹤0.01%
66,993
+506
1388
$1.3M ﹤0.01%
7,533
-97
1389
$1.3M ﹤0.01%
8,101
+1,018
1390
$1.3M ﹤0.01%
154,429
+1,242
1391
$1.29M ﹤0.01%
11,404
-6,936
1392
$1.28M ﹤0.01%
59,787
+12
1393
$1.28M ﹤0.01%
22,080
+289
1394
$1.28M ﹤0.01%
77,209
+1,107
1395
$1.28M ﹤0.01%
212,067
-26,836
1396
$1.28M ﹤0.01%
77,239
-12,058
1397
$1.28M ﹤0.01%
31,029
+6,521
1398
$1.27M ﹤0.01%
21,791
-480
1399
$1.27M ﹤0.01%
17,211
+541
1400
$1.27M ﹤0.01%
100,505
+22,354