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
2276
$267K ﹤0.01%
2,676
+818
2277
$266K ﹤0.01%
3,903
-138
2278
$266K ﹤0.01%
3,398
-1,023
2279
$265K ﹤0.01%
7,534
-595
2280
$265K ﹤0.01%
7,200
2281
$265K ﹤0.01%
11,400
2282
$265K ﹤0.01%
22,506
-317
2283
$264K ﹤0.01%
+32,947
2284
$264K ﹤0.01%
3,825
-772
2285
$264K ﹤0.01%
14,749
+5
2286
$264K ﹤0.01%
6,355
+1,413
2287
$263K ﹤0.01%
6,350
-14,246
2288
$263K ﹤0.01%
10,014
-556
2289
$263K ﹤0.01%
54,865
+8,215
2290
$263K ﹤0.01%
3,061
+88
2291
$262K ﹤0.01%
+20,805
2292
$261K ﹤0.01%
+5,948
2293
$260K ﹤0.01%
+6,308
2294
$260K ﹤0.01%
4,155
-150
2295
$259K ﹤0.01%
17,115
-3,633
2296
$258K ﹤0.01%
12,600
-600
2297
$258K ﹤0.01%
5,717
+838
2298
$258K ﹤0.01%
35,975
+5,400
2299
$257K ﹤0.01%
+7,984
2300
$257K ﹤0.01%
11,083
+85