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
1726
$619K ﹤0.01%
14,784
+3,104
1727
$619K ﹤0.01%
30,365
+735
1728
$618K ﹤0.01%
53,507
-95,492
1729
$617K ﹤0.01%
48,452
+7,707
1730
$616K ﹤0.01%
12,341
-10,365
1731
$616K ﹤0.01%
6,777
-65
1732
$614K ﹤0.01%
11,834
+149
1733
$614K ﹤0.01%
24,659
-1,201
1734
$611K ﹤0.01%
24,667
-1,364
1735
$610K ﹤0.01%
19,924
-2,363
1736
$608K ﹤0.01%
35,761
-892
1737
$608K ﹤0.01%
2,919
+179
1738
$607K ﹤0.01%
9,342
-7,647
1739
$607K ﹤0.01%
36,852
-27,762
1740
$606K ﹤0.01%
10,278
-800
1741
$605K ﹤0.01%
4,483
+2,802
1742
$604K ﹤0.01%
8,854
-2,139
1743
$604K ﹤0.01%
23,347
-212
1744
$604K ﹤0.01%
48,940
+781
1745
$604K ﹤0.01%
20,436
+429
1746
$603K ﹤0.01%
4,242
+53
1747
$602K ﹤0.01%
8,554
-168,075
1748
$602K ﹤0.01%
43,825
1749
$601K ﹤0.01%
28,922
-10,403
1750
$601K ﹤0.01%
13,469
+386