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
2201
$305K ﹤0.01%
2,104
-1,446
2202
$305K ﹤0.01%
+10,537
2203
$304K ﹤0.01%
17,305
+3,950
2204
$304K ﹤0.01%
13,935
+896
2205
$304K ﹤0.01%
5,810
+43
2206
$304K ﹤0.01%
16,611
-2,798
2207
$302K ﹤0.01%
57,364
+1,892
2208
$302K ﹤0.01%
7,086
-1,233
2209
$302K ﹤0.01%
8,825
2210
$301K ﹤0.01%
4,013
-576
2211
$301K ﹤0.01%
29,851
-29,801
2212
$301K ﹤0.01%
+6,996
2213
$299K ﹤0.01%
12,818
+1,725
2214
$297K ﹤0.01%
20,769
-1,426
2215
$297K ﹤0.01%
+13,325
2216
$296K ﹤0.01%
+688
2217
$296K ﹤0.01%
11,830
2218
$295K ﹤0.01%
5,134
+706
2219
$295K ﹤0.01%
4,753
-164
2220
$294K ﹤0.01%
4,908
-6
2221
$294K ﹤0.01%
6,116
-224
2222
$293K ﹤0.01%
162,876
2223
$293K ﹤0.01%
3,960
+108
2224
$293K ﹤0.01%
6,196
-19,067
2225
$292K ﹤0.01%
18,177
+140