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
1551
$984K ﹤0.01%
3,282
-164
1552
$982K ﹤0.01%
45,334
-180
1553
$978K ﹤0.01%
11,243
-280
1554
$977K ﹤0.01%
81,686
-10,083
1555
$976K ﹤0.01%
25,187
+2,474
1556
$975K ﹤0.01%
+11,730
1557
$975K ﹤0.01%
24,746
+2,289
1558
$974K ﹤0.01%
12,244
-104,114
1559
$968K ﹤0.01%
16,925
-10,132
1560
$964K ﹤0.01%
32,316
+6,847
1561
$963K ﹤0.01%
41,703
+1,626
1562
$963K ﹤0.01%
9,183
+397
1563
$961K ﹤0.01%
+26,386
1564
$961K ﹤0.01%
7,296
+1,225
1565
$960K ﹤0.01%
11,973
+3,021
1566
$959K ﹤0.01%
58,625
-94,894
1567
$959K ﹤0.01%
64,191
+43,516
1568
$958K ﹤0.01%
27,224
-91
1569
$955K ﹤0.01%
18,558
-4,865
1570
$955K ﹤0.01%
9,278
-5,001
1571
$955K ﹤0.01%
33,760
-3,200
1572
$955K ﹤0.01%
39,529
-3,083
1573
$954K ﹤0.01%
32,122
-88,670
1574
$952K ﹤0.01%
+6,347
1575
$952K ﹤0.01%
108,320
-57,543