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
1676
$812K ﹤0.01%
26,315
1677
$811K ﹤0.01%
52,103
+16,747
1678
$811K ﹤0.01%
3,031
1679
$807K ﹤0.01%
47,463
+29
1680
$807K ﹤0.01%
17,567
-483
1681
$806K ﹤0.01%
16,676
-796
1682
$805K ﹤0.01%
54,939
-2,196
1683
$802K ﹤0.01%
17,036
-92
1684
$802K ﹤0.01%
11,650
+4,610
1685
$800K ﹤0.01%
16,709
+2,317
1686
$799K ﹤0.01%
8,244
+285
1687
$798K ﹤0.01%
18,290
+2,793
1688
$797K ﹤0.01%
46,548
-213
1689
$797K ﹤0.01%
26,789
-9,970
1690
$795K ﹤0.01%
17,448
-439
1691
$795K ﹤0.01%
413
+56
1692
$793K ﹤0.01%
42,920
+1,594
1693
$787K ﹤0.01%
92,919
+688
1694
$787K ﹤0.01%
76,891
+63,241
1695
$786K ﹤0.01%
23,759
+11,604
1696
$785K ﹤0.01%
10,311
+4,810
1697
$784K ﹤0.01%
3,552
+4
1698
$784K ﹤0.01%
24,001
+13,650
1699
$784K ﹤0.01%
11,864
+598
1700
$783K ﹤0.01%
6,732
-4,528