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
1701
$653K ﹤0.01%
2,460
-45
1702
$652K ﹤0.01%
29,513
1703
$652K ﹤0.01%
5,208
+1,140
1704
$650K ﹤0.01%
21,927
+2,870
1705
$650K ﹤0.01%
8,673
+2,105
1706
$649K ﹤0.01%
39,062
-3,241
1707
$648K ﹤0.01%
95,182
-4,206
1708
$647K ﹤0.01%
7,071
+24
1709
$646K ﹤0.01%
9,650
1710
$645K ﹤0.01%
17,242
-30,106
1711
$640K ﹤0.01%
65,477
+33,883
1712
$638K ﹤0.01%
3,838
+22
1713
$634K ﹤0.01%
13,209
+1,716
1714
$633K ﹤0.01%
44,870
-33,739
1715
$630K ﹤0.01%
2,244
+317
1716
$630K ﹤0.01%
31,488
-5,133
1717
$628K ﹤0.01%
+22,350
1718
$627K ﹤0.01%
5,060
+343
1719
$627K ﹤0.01%
23,068
+2,167
1720
$626K ﹤0.01%
15,402
-5,314
1721
$624K ﹤0.01%
4,433
+148
1722
$621K ﹤0.01%
18,048
-28,655
1723
$621K ﹤0.01%
28,356
-4,920
1724
$619K ﹤0.01%
14,149
-1,791
1725
$619K ﹤0.01%
44,040
+4,895