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
$35.3B
AUM Growth
-$806M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,905
New
Increased
Reduced
Closed

Top Buys

1
+$320M
2
+$96.6M
3
+$73.1M
4
OEF icon
iShares S&P 100 ETF
OEF
+$51.2M
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$48.1M

Top Sells

1
+$239M
2
+$101M
3
+$94.6M
4
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$72.8M
5
PFE icon
Pfizer
PFE
+$65.1M

Sector Composition

1 Technology 12.63%
2 Financials 8.48%
3 Healthcare 6.2%
4 Industrials 5.95%
5 Consumer Discretionary 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2126
$405K ﹤0.01%
18,755
+370
2127
$404K ﹤0.01%
2,122
+29
2128
$403K ﹤0.01%
+83,161
2129
$401K ﹤0.01%
19,124
-827
2130
$400K ﹤0.01%
+41,795
2131
$400K ﹤0.01%
+9,241
2132
$399K ﹤0.01%
21,438
+1,885
2133
$398K ﹤0.01%
5,370
2134
$398K ﹤0.01%
53,255
+41,805
2135
$398K ﹤0.01%
16,226
-958
2136
$397K ﹤0.01%
11,225
-1,667
2137
$397K ﹤0.01%
5,381
+590
2138
$397K ﹤0.01%
8,343
-2,589
2139
$396K ﹤0.01%
13,146
-50
2140
$395K ﹤0.01%
42,801
+4,036
2141
$395K ﹤0.01%
60,798
-6,350
2142
$394K ﹤0.01%
+40,231
2143
$394K ﹤0.01%
32,814
-5,742
2144
$393K ﹤0.01%
88,152
-1,500
2145
$393K ﹤0.01%
16,682
-5,521
2146
$392K ﹤0.01%
2,523
+146
2147
$392K ﹤0.01%
13,825
+3,744
2148
$392K ﹤0.01%
5,889
+470
2149
$392K ﹤0.01%
3,460
-6,720
2150
$391K ﹤0.01%
32,509
+2,278
84 85
86
87 88