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
1726
$746K ﹤0.01%
14,322
-3,614
1727
$745K ﹤0.01%
18,775
-328
1728
$745K ﹤0.01%
111,918
-9,927
1729
$745K ﹤0.01%
57,926
-4,178
1730
$742K ﹤0.01%
67,720
+49,400
1731
$742K ﹤0.01%
8,442
-5,498
1732
$739K ﹤0.01%
17,649
+1,561
1733
$739K ﹤0.01%
22,271
-1,680
1734
$738K ﹤0.01%
77,708
+66,133
1735
$738K ﹤0.01%
6,251
-629
1736
$738K ﹤0.01%
29,147
-168
1737
$737K ﹤0.01%
56,671
-2,025
1738
$737K ﹤0.01%
38,450
+8,210
1739
$736K ﹤0.01%
30,578
-1,706
1740
$736K ﹤0.01%
17,815
-171
1741
$736K ﹤0.01%
+19,575
1742
$735K ﹤0.01%
13,361
-203
1743
$735K ﹤0.01%
21,427
1744
$732K ﹤0.01%
126,073
-721
1745
$731K ﹤0.01%
47,617
+16,293
1746
$731K ﹤0.01%
+60,202
1747
$729K ﹤0.01%
63,371
+47,826
1748
$727K ﹤0.01%
26,627
+12,297
1749
$726K ﹤0.01%
+66,824
1750
$725K ﹤0.01%
30,580
-387
68 69
70
71 72