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
$32.8B
AUM Growth
-$829M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,860
New
Increased
Reduced
Closed

Top Sells

1 +$676M
2 +$228M
3 +$149M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$75.3M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$72.6M

Sector Composition

1 Technology 14.39%
2 Financials 6.96%
3 Healthcare 6.73%
4 Industrials 6.18%
5 Consumer Discretionary 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$52M 0.16%
50,796
+1,505
127
$51.8M 0.16%
486,180
-22,710
128
$51.4M 0.16%
1,558,641
+60,179
129
$51M 0.16%
361,224
+2,845
130
$50.5M 0.15%
885,986
-72,450
131
$50.4M 0.15%
852,248
+191,373
132
$50.2M 0.15%
1,737,022
-16,641
133
$49.9M 0.15%
518,693
+3,614
134
$49.5M 0.15%
209,008
+3,208
135
$49.5M 0.15%
589,371
-25,279
136
$49.4M 0.15%
2,186,880
-47,721
137
$49.3M 0.15%
226,086
+7,278
138
$48.8M 0.15%
304,024
-19,589
139
$48.6M 0.15%
130,082
+4,127
140
$48.5M 0.15%
249,766
+137,164
141
$48.3M 0.15%
871,072
+21,312
142
$48.1M 0.15%
179,669
-8,803
143
$47.7M 0.15%
424,467
-159,800
144
$47.2M 0.14%
486,470
+15,395
145
$46.9M 0.14%
472,460
-233,056
146
$46.8M 0.14%
206,619
-5,390
147
$46.2M 0.14%
227,564
-20,173
148
$45.6M 0.14%
100,810
+6,632
149
$45.5M 0.14%
182,285
+1,389
150
$45.2M 0.14%
189,317
+708