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
2076
$380K ﹤0.01%
4,056
-8,527
2077
$380K ﹤0.01%
3,549
-1,412
2078
$379K ﹤0.01%
11,538
-1,392
2079
$378K ﹤0.01%
3,925
-110
2080
$378K ﹤0.01%
8,783
+1,080
2081
$377K ﹤0.01%
1,945
+770
2082
$376K ﹤0.01%
5,382
-45
2083
$376K ﹤0.01%
14,498
-336
2084
$375K ﹤0.01%
20,436
-3,700
2085
$373K ﹤0.01%
14,674
+43
2086
$373K ﹤0.01%
6,205
-80
2087
$372K ﹤0.01%
12,802
-1,095
2088
$372K ﹤0.01%
23,978
-5,970
2089
$372K ﹤0.01%
3,715
-5,038
2090
$372K ﹤0.01%
2,164
+17
2091
$371K ﹤0.01%
4,303
+333
2092
$371K ﹤0.01%
9,999
+524
2093
$371K ﹤0.01%
5,727
+407
2094
$369K ﹤0.01%
6,374
-356
2095
$369K ﹤0.01%
3,226
+450
2096
$369K ﹤0.01%
5,286
-2,784
2097
$368K ﹤0.01%
61,308
+1,808
2098
$367K ﹤0.01%
23,236
-1,192
2099
$366K ﹤0.01%
40,150
2100
$365K ﹤0.01%
9,260
-303