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
1776
$689K ﹤0.01%
15,913
-1,198
1777
$687K ﹤0.01%
41,212
+3,981
1778
$687K ﹤0.01%
6,898
+3,906
1779
$687K ﹤0.01%
7,084
-1,500
1780
$686K ﹤0.01%
4,616
+433
1781
$686K ﹤0.01%
3,521
+7
1782
$684K ﹤0.01%
50,109
+7,515
1783
$684K ﹤0.01%
28,991
+7,679
1784
$683K ﹤0.01%
16,915
+358
1785
$682K ﹤0.01%
14,763
-895
1786
$682K ﹤0.01%
19,456
+2,731
1787
$681K ﹤0.01%
+106,613
1788
$678K ﹤0.01%
13,474
+9,491
1789
$678K ﹤0.01%
37,967
-16,081
1790
$675K ﹤0.01%
1,141
+335
1791
$675K ﹤0.01%
+30,194
1792
$674K ﹤0.01%
17,243
+2,076
1793
$674K ﹤0.01%
+11,112
1794
$674K ﹤0.01%
47,512
-377
1795
$673K ﹤0.01%
14,625
-100
1796
$672K ﹤0.01%
17,100
-150
1797
$671K ﹤0.01%
6,694
+145
1798
$671K ﹤0.01%
18,654
-238,130
1799
$670K ﹤0.01%
21,342
-33
1800
$667K ﹤0.01%
16,844
-95