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
$10.4B
AUM Growth
+$463M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,100
New
Increased
Reduced
Closed

Top Buys

1 +$32.8M
2 +$22.2M
3 +$16.5M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$14.7M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$12.2M

Sector Composition

1 Financials 8.86%
2 Technology 8.7%
3 Healthcare 8.07%
4 Industrials 6.41%
5 Communication Services 4.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$12.1M 0.12%
97,242
+4,473
202
$12M 0.12%
65,288
-1,861
203
$12M 0.12%
184,464
-562
204
$11.6M 0.11%
478,130
-14,540
205
$11.5M 0.11%
117,807
-21,622
206
$11.5M 0.11%
170,922
+13,186
207
$11.5M 0.11%
107,826
-29,270
208
$11.5M 0.11%
76,736
-246
209
$11.5M 0.11%
240,289
+13,447
210
$11.4M 0.11%
496,890
+15,255
211
$11.3M 0.11%
383,497
+49,738
212
$11.1M 0.11%
630,399
+83,343
213
$11.1M 0.11%
145,719
-6,219
214
$11M 0.11%
124,474
-7,322
215
$11M 0.11%
125,875
+4,236
216
$11M 0.11%
141,838
-3,524
217
$10.9M 0.11%
49,502
+3,173
218
$10.9M 0.1%
253,950
+18,531
219
$10.8M 0.1%
277,241
-26
220
$10.8M 0.1%
247,768
+127
221
$10.7M 0.1%
179,192
+19,320
222
$10.7M 0.1%
154,317
+1,362
223
$10.7M 0.1%
149,825
-4,862
224
$10.7M 0.1%
162,194
+1,174
225
$10.6M 0.1%
111,037
+2,439