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
2151
$333K ﹤0.01%
21,463
-1,050
2152
$333K ﹤0.01%
34,769
-2,039
2153
$333K ﹤0.01%
9,292
+182
2154
$333K ﹤0.01%
1,362
-99
2155
$332K ﹤0.01%
17,394
+701
2156
$332K ﹤0.01%
2,507
-39
2157
$332K ﹤0.01%
3,701
-499
2158
$331K ﹤0.01%
2,318
+38
2159
$330K ﹤0.01%
3,462
-25,486
2160
$329K ﹤0.01%
31,431
-326
2161
$329K ﹤0.01%
7,791
+564
2162
$328K ﹤0.01%
3,349
+81
2163
$328K ﹤0.01%
31,493
-8,701
2164
$326K ﹤0.01%
+18,815
2165
$326K ﹤0.01%
8,286
-434
2166
$326K ﹤0.01%
+40,048
2167
$324K ﹤0.01%
+17,246
2168
$324K ﹤0.01%
+5,069
2169
$323K ﹤0.01%
8,917
+455
2170
$323K ﹤0.01%
7,910
2171
$323K ﹤0.01%
461
2172
$323K ﹤0.01%
10,418
+126
2173
$322K ﹤0.01%
6,695
+332
2174
$321K ﹤0.01%
6,558
+2
2175
$320K ﹤0.01%
57,417
-2,150