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
1501
$905K ﹤0.01%
12,127
-193
1502
$904K ﹤0.01%
17,826
+674
1503
$902K ﹤0.01%
29,300
+11,172
1504
$902K ﹤0.01%
26,100
1505
$894K ﹤0.01%
22,318
-4,380
1506
$892K ﹤0.01%
30,616
+22,521
1507
$891K ﹤0.01%
28,861
-3,592
1508
$891K ﹤0.01%
19,128
-3,062
1509
$890K ﹤0.01%
30,892
+21,954
1510
$881K ﹤0.01%
116,669
+1,720
1511
$880K ﹤0.01%
15,195
+3,059
1512
$880K ﹤0.01%
25,293
-41
1513
$879K ﹤0.01%
9,395
-355
1514
$878K ﹤0.01%
13,252
-375
1515
$877K ﹤0.01%
+18,513
1516
$873K ﹤0.01%
10,169
+891
1517
$873K ﹤0.01%
19,483
-566
1518
$873K ﹤0.01%
17,723
-33,745
1519
$871K ﹤0.01%
8,053
+227
1520
$870K ﹤0.01%
116,900
-40,701
1521
$869K ﹤0.01%
30,178
+556
1522
$867K ﹤0.01%
40,367
+1,206
1523
$866K ﹤0.01%
23,071
+133
1524
$866K ﹤0.01%
38,238
-32,629
1525
$865K ﹤0.01%
38,518
+24,319