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
1551
$831K ﹤0.01%
20,348
-4,947
1552
$828K ﹤0.01%
17,601
-132
1553
$828K ﹤0.01%
18,743
+1,000
1554
$827K ﹤0.01%
+119,735
1555
$826K ﹤0.01%
17,511
-754
1556
$823K ﹤0.01%
21,785
+2,931
1557
$820K ﹤0.01%
7,178
-19
1558
$819K ﹤0.01%
26,934
+4,532
1559
$819K ﹤0.01%
28,149
+3,318
1560
$819K ﹤0.01%
14,137
-336
1561
$819K ﹤0.01%
6,212
-131
1562
$818K ﹤0.01%
19,215
-535
1563
$818K ﹤0.01%
11,121
+310
1564
$815K ﹤0.01%
66,764
-2,455
1565
$813K ﹤0.01%
16,880
+8,660
1566
$813K ﹤0.01%
9,936
-7,556
1567
$813K ﹤0.01%
+1,924
1568
$812K ﹤0.01%
22,173
+3,334
1569
$811K ﹤0.01%
42,523
-763
1570
$811K ﹤0.01%
17,261
+409
1571
$810K ﹤0.01%
24,932
-3,078
1572
$809K ﹤0.01%
17,651
-361
1573
$809K ﹤0.01%
27,340
+896
1574
$808K ﹤0.01%
76,891
-5,677
1575
$805K ﹤0.01%
22,398
+3,752