Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $40.4B
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.37B
AUM Growth
+$371M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,622
New
Increased
Reduced
Closed

Top Sells

1 +$5.34M
2 +$4.59M
3 +$2.55M
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$2.28M
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$2.17M

Sector Composition

1 Healthcare 7.26%
2 Financials 6.45%
3 Technology 5.99%
4 Industrials 5.36%
5 Energy 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
-4,301
1552
-16,063
1553
-8,500
1554
-12,500
1555
-7,822
1556
-2,645
1557
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1558
-22,368
1559
-50,444
1560
-3,240
1561
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1562
-7,157
1563
-54,400
1564
-24,937
1565
-23,120
1566
-150,000
1567
-3,021
1568
-50,000
1569
-10,066
1570
-26
1571
-17,100
1572
-12,743
1573
-8,593
1574
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1575
-6,177