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
2226
$344K ﹤0.01%
5,424
+604
2227
$343K ﹤0.01%
62,735
+1,431
2228
$342K ﹤0.01%
+10,603
2229
$340K ﹤0.01%
9,015
2230
$340K ﹤0.01%
18,815
2231
$340K ﹤0.01%
+27,108
2232
$340K ﹤0.01%
17,610
+1,894
2233
$340K ﹤0.01%
44,943
+935
2234
$339K ﹤0.01%
32,160
+16,041
2235
$339K ﹤0.01%
3,803
+1,766
2236
$339K ﹤0.01%
+6,222
2237
$339K ﹤0.01%
33,595
-1,840
2238
$338K ﹤0.01%
35,228
-30,427
2239
$338K ﹤0.01%
9,785
-1,000
2240
$337K ﹤0.01%
2,690
+61
2241
$337K ﹤0.01%
68,305
+1,806
2242
$337K ﹤0.01%
4,380
+808
2243
$335K ﹤0.01%
12,761
+574
2244
$333K ﹤0.01%
+84,397
2245
$333K ﹤0.01%
+15,093
2246
$333K ﹤0.01%
10,804
-872
2247
$332K ﹤0.01%
29,632
+1,800
2248
$332K ﹤0.01%
19,536
-775
2249
$331K ﹤0.01%
+14,576
2250
$330K ﹤0.01%
13,340
-250