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
1626
$878K ﹤0.01%
17,164
-1,315
1627
$872K ﹤0.01%
20,833
+240
1628
$871K ﹤0.01%
35,631
+5,939
1629
$871K ﹤0.01%
31,784
+1,114
1630
$871K ﹤0.01%
14,114
-651
1631
$870K ﹤0.01%
13,588
+36
1632
$869K ﹤0.01%
20,510
+1,824
1633
$866K ﹤0.01%
13,797
+50
1634
$865K ﹤0.01%
65,490
-4,516
1635
$864K ﹤0.01%
14,569
-222
1636
$864K ﹤0.01%
43,993
+12,219
1637
$862K ﹤0.01%
6,332
+2,969
1638
$862K ﹤0.01%
83,656
-591
1639
$860K ﹤0.01%
46,270
+14,717
1640
$859K ﹤0.01%
11,916
+76
1641
$859K ﹤0.01%
2,541
+54
1642
$858K ﹤0.01%
22,593
+12,051
1643
$854K ﹤0.01%
+78,790
1644
$852K ﹤0.01%
17,310
+9,205
1645
$852K ﹤0.01%
73,895
-781
1646
$850K ﹤0.01%
27,520
+475
1647
$850K ﹤0.01%
+22,865
1648
$849K ﹤0.01%
58,658
-15
1649
$849K ﹤0.01%
12,016
+4,345
1650
$849K ﹤0.01%
41,182
+5,123