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
2126
$349K ﹤0.01%
34,585
+1,170
2127
$348K ﹤0.01%
18,775
-10,057
2128
$348K ﹤0.01%
+14,773
2129
$347K ﹤0.01%
11,200
-78
2130
$346K ﹤0.01%
10,596
-497
2131
$345K ﹤0.01%
79,326
+42,777
2132
$343K ﹤0.01%
3,904
-127
2133
$343K ﹤0.01%
40,000
2134
$343K ﹤0.01%
12,294
+29
2135
$342K ﹤0.01%
9,203
-789
2136
$342K ﹤0.01%
15,225
2137
$340K ﹤0.01%
21,708
+518
2138
$339K ﹤0.01%
12,802
2139
$339K ﹤0.01%
9,029
+522
2140
$338K ﹤0.01%
7,630
2141
$338K ﹤0.01%
31,956
-3,200
2142
$338K ﹤0.01%
6,924
+315
2143
$335K ﹤0.01%
11,826
-375
2144
$335K ﹤0.01%
13,742
+2,368
2145
$335K ﹤0.01%
12,765
+662
2146
$335K ﹤0.01%
6,241
-403
2147
$335K ﹤0.01%
27,288
-2,500
2148
$334K ﹤0.01%
8,340
-5,709
2149
$334K ﹤0.01%
9,069
-273,442
2150
$333K ﹤0.01%
4,500