Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $38.3B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$13B
AUM Growth
+$867M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,147
New
Increased
Reduced
Closed

Top Sells

1 +$64.3M
2 +$49.6M
3 +$13M
4
DD icon
DuPont de Nemours
DD
+$12.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$11.7M

Sector Composition

1 Technology 8.65%
2 Financials 8.17%
3 Healthcare 7.58%
4 Industrials 6.21%
5 Consumer Discretionary 4.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1901
$202K ﹤0.01%
9,900
1902
$202K ﹤0.01%
4,513
-3,837
1903
$202K ﹤0.01%
+1,975
1904
$201K ﹤0.01%
7,161
-754
1905
$201K ﹤0.01%
+6,482
1906
$201K ﹤0.01%
+14,320
1907
$201K ﹤0.01%
+3,650
1908
$200K ﹤0.01%
6,311
-1,635
1909
$200K ﹤0.01%
14,309
1910
$199K ﹤0.01%
10,038
-1,988
1911
$197K ﹤0.01%
11,633
+239
1912
$196K ﹤0.01%
76,990
-6,126
1913
$193K ﹤0.01%
14,255
-3,320
1914
$191K ﹤0.01%
43,588
-295,932
1915
$190K ﹤0.01%
10,390
-125
1916
$189K ﹤0.01%
10,050
1917
$187K ﹤0.01%
33,740
-11,343
1918
$187K ﹤0.01%
30,579
+767
1919
$187K ﹤0.01%
40,300
-5,500
1920
$185K ﹤0.01%
12,220
1921
$185K ﹤0.01%
13,682
+227
1922
$182K ﹤0.01%
10,782
-30,006
1923
$182K ﹤0.01%
2,313
-2,812
1924
$181K ﹤0.01%
10,844
-250
1925
$181K ﹤0.01%
12,117
-3,696