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
1451
$1.16M ﹤0.01%
17,729
+286
1452
$1.15M ﹤0.01%
23,052
-865
1453
$1.15M ﹤0.01%
66,851
-5,186
1454
$1.15M ﹤0.01%
64,231
+3,648
1455
$1.15M ﹤0.01%
132,242
-10,209
1456
$1.15M ﹤0.01%
33,340
+3,232
1457
$1.15M ﹤0.01%
12,899
-222
1458
$1.15M ﹤0.01%
7,690
-115
1459
$1.14M ﹤0.01%
91,043
-1,701
1460
$1.14M ﹤0.01%
6,140
-23
1461
$1.14M ﹤0.01%
13,950
-4,270
1462
$1.14M ﹤0.01%
36,450
+119
1463
$1.13M ﹤0.01%
44,896
-9,425
1464
$1.13M ﹤0.01%
28,356
+4,418
1465
$1.13M ﹤0.01%
11,402
+711
1466
$1.13M ﹤0.01%
43,653
-3,171
1467
$1.13M ﹤0.01%
98,329
+1,380
1468
$1.12M ﹤0.01%
90,308
+30,088
1469
$1.12M ﹤0.01%
38,357
-408
1470
$1.12M ﹤0.01%
24,309
+4,790
1471
$1.12M ﹤0.01%
32,917
+254
1472
$1.12M ﹤0.01%
11,075
+2,616
1473
$1.12M ﹤0.01%
45,924
1474
$1.11M ﹤0.01%
24,182
-31,385
1475
$1.1M ﹤0.01%
47,445
+2,645