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
126
$18.5M 0.18%
216,143
-14,636
127
$18.3M 0.18%
100,632
+1,507
128
$18.2M 0.18%
111,239
+11,002
129
$17.9M 0.17%
183,480
-7,051
130
$17.6M 0.17%
217,954
-10,270
131
$17.6M 0.17%
131,539
-2,472
132
$17.4M 0.17%
309,497
-15,771
133
$17.4M 0.17%
71,545
+9,348
134
$17.3M 0.17%
269,056
+4,071
135
$17.2M 0.17%
245,632
+18,254
136
$17.2M 0.17%
216,215
+2,241
137
$16.9M 0.16%
252,853
-8,499
138
$16.9M 0.16%
119,199
-930
139
$16.9M 0.16%
556,601
+85,803
140
$16.8M 0.16%
202,955
+32,232
141
$16.7M 0.16%
209,209
-18,785
142
$16.4M 0.16%
213,347
+6,997
143
$16.4M 0.16%
202,010
-1,546
144
$16.2M 0.16%
290,730
+4,187
145
$16.1M 0.16%
271,837
-4,934
146
$16.1M 0.15%
235,853
-1,176
147
$16M 0.15%
395,533
+39,902
148
$16M 0.15%
191,181
+15,358
149
$15.9M 0.15%
315,280
+3,189
150
$15.8M 0.15%
201,001
+5,156