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 5.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2076
-635
2077
-10,843
2078
-52,373
2079
-6,025
2080
-10,764
2081
-90,106
2082
-2,368
2083
-26,385
2084
-1,754
2085
-11,192
2086
-8,264
2087
-26,436
2088
-53,957
2089
-4,804
2090
-2,256
2091
-43,816
2092
-31,103
2093
-10,991
2094
-17,478
2095
-3,354
2096
-7,343
2097
-4,870
2098
-12,010
2099
-3,386
2100
-26,421