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
1701
$783K ﹤0.01%
15,039
-1,259
1702
$783K ﹤0.01%
53,658
+6,519
1703
$781K ﹤0.01%
+5,588
1704
$780K ﹤0.01%
5,154
+30
1705
$780K ﹤0.01%
59,000
-18,500
1706
$779K ﹤0.01%
+26,513
1707
$778K ﹤0.01%
142,219
+103,828
1708
$775K ﹤0.01%
18,665
-1,535
1709
$774K ﹤0.01%
+28,997
1710
$773K ﹤0.01%
38,385
+697
1711
$772K ﹤0.01%
12,289
-12,100
1712
$767K ﹤0.01%
11,410
-3,236
1713
$766K ﹤0.01%
45,699
1714
$766K ﹤0.01%
9,976
+6,134
1715
$763K ﹤0.01%
21,114
+11
1716
$762K ﹤0.01%
138,210
+66,772
1717
$760K ﹤0.01%
14,980
-1,846
1718
$758K ﹤0.01%
12,353
+1,638
1719
$757K ﹤0.01%
+24,586
1720
$757K ﹤0.01%
54,405
+9,376
1721
$757K ﹤0.01%
18,362
+3,733
1722
$755K ﹤0.01%
14,838
+3,391
1723
$753K ﹤0.01%
6,250
-1,035
1724
$752K ﹤0.01%
55,892
+1,249
1725
$751K ﹤0.01%
42,022
+2,715
67 68
69
70 71