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
2126
-33,205
2127
-233,536
2128
-5,258
2129
-44,649
2130
-2,708
2131
-8,626
2132
-44,522
2133
-10,295
2134
-18,107
2135
-15,735
2136
-12,050
2137
-31,048
2138
-28,569
2139
-13,564
2140
-12,460
2141
-6,246
2142
-55,200
2143
-5,997
2144
-26,779
2145
-15,357
2146
-12,896
2147
-14,386