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
1626
$740K ﹤0.01%
29,712
-8,982
1627
$739K ﹤0.01%
11,996
+158
1628
$739K ﹤0.01%
9,933
+762
1629
$737K ﹤0.01%
100,287
+3,124
1630
$734K ﹤0.01%
21,048
-357
1631
$733K ﹤0.01%
11,429
+1,314
1632
$733K ﹤0.01%
58,863
-20,763
1633
$733K ﹤0.01%
14,797
+697
1634
$733K ﹤0.01%
2,752
+1,729
1635
$731K ﹤0.01%
12,315
+2,381
1636
$731K ﹤0.01%
39,289
-883
1637
$729K ﹤0.01%
12,895
-287
1638
$728K ﹤0.01%
12,533
+401
1639
$726K ﹤0.01%
24,496
+7,032
1640
$726K ﹤0.01%
55,754
+4,028
1641
$725K ﹤0.01%
2,437
-1,296
1642
$725K ﹤0.01%
10,114
-50
1643
$725K ﹤0.01%
44,595
+29,353
1644
$723K ﹤0.01%
2,669
+178
1645
$722K ﹤0.01%
31,999
+2,757
1646
$722K ﹤0.01%
14,963
-40,227
1647
$720K ﹤0.01%
41,857
+1,054
1648
$719K ﹤0.01%
40,514
-10,603
1649
$718K ﹤0.01%
22,852
+373
1650
$717K ﹤0.01%
13,324
-4,611