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
1526
$1.02M ﹤0.01%
5,113
+1,660
1527
$1.02M ﹤0.01%
37,440
-87,886
1528
$1.02M ﹤0.01%
22,060
+390
1529
$1.02M ﹤0.01%
5,611
-583
1530
$1.02M ﹤0.01%
31,022
+2,298
1531
$1.02M ﹤0.01%
11,045
+3,821
1532
$1.02M ﹤0.01%
40,985
+587
1533
$1.02M ﹤0.01%
2,913
+246
1534
$1.01M ﹤0.01%
22,188
-1,744
1535
$1.01M ﹤0.01%
21,401
-830
1536
$1.01M ﹤0.01%
41,371
-13,255
1537
$1.01M ﹤0.01%
17,093
+832
1538
$1M ﹤0.01%
12,053
+1,100
1539
$1M ﹤0.01%
+3,951
1540
$1M ﹤0.01%
22,821
-17,878
1541
$1M ﹤0.01%
+27,449
1542
$1M ﹤0.01%
17,701
-2,969
1543
$999K ﹤0.01%
37,599
+2,933
1544
$998K ﹤0.01%
14,614
-540
1545
$997K ﹤0.01%
4,727
-40
1546
$994K ﹤0.01%
21,326
-3,172
1547
$994K ﹤0.01%
7,618
-575
1548
$990K ﹤0.01%
10,505
+2,505
1549
$988K ﹤0.01%
17,644
-17,059
1550
$985K ﹤0.01%
33,980
+1,681