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
1601
$764K ﹤0.01%
132,447
+4,752
1602
$764K ﹤0.01%
14,436
-1,123
1603
$760K ﹤0.01%
87,830
-6,476
1604
$758K ﹤0.01%
7,720
-64
1605
$756K ﹤0.01%
36,339
+1,201
1606
$755K ﹤0.01%
35,631
+1,156
1607
$753K ﹤0.01%
37,247
-1,112
1608
$753K ﹤0.01%
+19,500
1609
$753K ﹤0.01%
21,453
-1,183
1610
$753K ﹤0.01%
14,680
-681
1611
$751K ﹤0.01%
16,625
-2,749
1612
$751K ﹤0.01%
39,949
-477
1613
$750K ﹤0.01%
31,132
+761
1614
$749K ﹤0.01%
+16,014
1615
$749K ﹤0.01%
+25,719
1616
$748K ﹤0.01%
54,407
+386
1617
$745K ﹤0.01%
12,505
+103
1618
$744K ﹤0.01%
54,377
-6,095
1619
$744K ﹤0.01%
46,352
-1,893
1620
$743K ﹤0.01%
8,151
+2,599
1621
$743K ﹤0.01%
33,842
+7,401
1622
$742K ﹤0.01%
11,287
-665
1623
$742K ﹤0.01%
26,307
-2,303
1624
$742K ﹤0.01%
33,700
-70,131
1625
$740K ﹤0.01%
10,924
+368