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
1651
$715K ﹤0.01%
42,385
-5,673
1652
$714K ﹤0.01%
223,181
-20,250
1653
$712K ﹤0.01%
11,420
+5,554
1654
$708K ﹤0.01%
107,105
+56,365
1655
$707K ﹤0.01%
7,860
-335
1656
$705K ﹤0.01%
54,802
+925
1657
$703K ﹤0.01%
10,129
+129
1658
$703K ﹤0.01%
10,027
-1,149
1659
$703K ﹤0.01%
22,006
+8,400
1660
$702K ﹤0.01%
26,110
+5,117
1661
$701K ﹤0.01%
26,070
+3,715
1662
$700K ﹤0.01%
+8,615
1663
$698K ﹤0.01%
60,517
+2,122
1664
$697K ﹤0.01%
+18,118
1665
$696K ﹤0.01%
13,360
+2,480
1666
$694K ﹤0.01%
22,029
+4,119
1667
$693K ﹤0.01%
49,468
+10,953
1668
$693K ﹤0.01%
7,805
+250
1669
$692K ﹤0.01%
+17,818
1670
$690K ﹤0.01%
9,702
-11,016
1671
$688K ﹤0.01%
22,675
+743
1672
$686K ﹤0.01%
17,628
1673
$685K ﹤0.01%
20,689
+4,647
1674
$684K ﹤0.01%
9,399
+225
1675
$679K ﹤0.01%
10,958
+1,858