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
1526
$861K ﹤0.01%
45,814
+282
1527
$861K ﹤0.01%
6,986
+225
1528
$858K ﹤0.01%
53,840
-65
1529
$858K ﹤0.01%
16,854
+2,267
1530
$854K ﹤0.01%
21,846
-3,450
1531
$853K ﹤0.01%
35,000
-3,300
1532
$852K ﹤0.01%
69,538
-162,286
1533
$851K ﹤0.01%
101,155
-11,085
1534
$851K ﹤0.01%
2,876
-182
1535
$850K ﹤0.01%
19,031
+11,765
1536
$850K ﹤0.01%
29,396
+15,357
1537
$845K ﹤0.01%
43,750
+8,750
1538
$845K ﹤0.01%
7,949
+248
1539
$845K ﹤0.01%
15,105
-4,030
1540
$842K ﹤0.01%
19,966
+1,570
1541
$842K ﹤0.01%
26,102
+14,250
1542
$841K ﹤0.01%
8,129
+4,835
1543
$841K ﹤0.01%
10,609
-520
1544
$836K ﹤0.01%
11,421
+307
1545
$836K ﹤0.01%
17,534
-9,359
1546
$835K ﹤0.01%
16,294
+5,578
1547
$835K ﹤0.01%
10,801
+5,830
1548
$834K ﹤0.01%
12,980
+980
1549
$834K ﹤0.01%
11,893
-116
1550
$833K ﹤0.01%
+10,302