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
151
$15.8M 0.15%
533,232
+43,666
152
$15.6M 0.15%
68,852
+6,248
153
$15.6M 0.15%
97,874
+1,974
154
$15.3M 0.15%
303,728
-39,369
155
$15.3M 0.15%
273,076
+13,259
156
$15M 0.14%
228,206
+33,292
157
$14.9M 0.14%
225,481
+34,708
158
$14.8M 0.14%
361,649
+43,061
159
$14.8M 0.14%
1,101,796
-52,624
160
$14.8M 0.14%
412,645
-3,940
161
$14.7M 0.14%
+235,083
162
$14.7M 0.14%
70,302
-2,232
163
$14.6M 0.14%
288,754
+101
164
$14.5M 0.14%
212,598
+38,254
165
$14.5M 0.14%
2,442,520
+424,000
166
$14.4M 0.14%
280,742
+8,804
167
$14.4M 0.14%
542,616
-12,882
168
$14.3M 0.14%
124,087
+22,762
169
$14.3M 0.14%
254,478
+14,602
170
$14.2M 0.14%
154,671
+16,683
171
$14.2M 0.14%
136,425
-15,778
172
$14.1M 0.14%
138,799
-1,901
173
$14.1M 0.14%
261,255
-4,413
174
$14.1M 0.14%
115,686
+28,283
175
$14.1M 0.14%
84,386
-11,636