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
$10.4B
AUM Growth
+$463M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,100
New
Increased
Reduced
Closed

Top Buys

1 +$32.8M
2 +$22.2M
3 +$16.5M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$14.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.2M

Sector Composition

1 Financials 8.86%
2 Technology 8.7%
3 Healthcare 8.07%
4 Industrials 6.41%
5 Communication Services 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1701
$272K ﹤0.01%
+2,850
1702
$272K ﹤0.01%
10,497
+1,261
1703
$269K ﹤0.01%
+9,854
1704
$269K ﹤0.01%
10,599
+2,199
1705
$268K ﹤0.01%
23,286
-15,080
1706
$268K ﹤0.01%
22,724
1707
$268K ﹤0.01%
11,430
-1,770
1708
$268K ﹤0.01%
4,719
+439
1709
$268K ﹤0.01%
+7,606
1710
$267K ﹤0.01%
3,609
-2,750
1711
$267K ﹤0.01%
4,457
1712
$265K ﹤0.01%
4,830
1713
$264K ﹤0.01%
6,340
+73
1714
$264K ﹤0.01%
24,111
+267
1715
$263K ﹤0.01%
11,362
-319
1716
$262K ﹤0.01%
6,968
1717
$262K ﹤0.01%
40,010
-24,352
1718
$262K ﹤0.01%
5,696
+115
1719
$261K ﹤0.01%
10,000
1720
$260K ﹤0.01%
444
1721
$259K ﹤0.01%
6,511
-1,263
1722
$259K ﹤0.01%
5,385
-1,085
1723
$257K ﹤0.01%
11,039
-1,440
1724
$257K ﹤0.01%
23,530
+1,973
1725
$257K ﹤0.01%
+5,769