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
2301
$257K ﹤0.01%
4,483
-2
2302
$256K ﹤0.01%
6,395
-151
2303
$256K ﹤0.01%
4,160
-1,387
2304
$256K ﹤0.01%
13,129
-26,300
2305
$256K ﹤0.01%
14,874
-366
2306
$256K ﹤0.01%
2,628
-235
2307
$256K ﹤0.01%
6,511
-345
2308
$255K ﹤0.01%
12,465
-1,600
2309
$254K ﹤0.01%
10,931
+66
2310
$253K ﹤0.01%
3,383
2311
$252K ﹤0.01%
3,225
+325
2312
$252K ﹤0.01%
5,933
-90
2313
$252K ﹤0.01%
+9,220
2314
$251K ﹤0.01%
12,600
-8,413
2315
$251K ﹤0.01%
3,000
2316
$250K ﹤0.01%
22,103
-2,904
2317
$250K ﹤0.01%
+5,287
2318
$250K ﹤0.01%
2,794
+460
2319
$250K ﹤0.01%
1,215
2320
$249K ﹤0.01%
22,505
2321
$248K ﹤0.01%
4,401
-9
2322
$248K ﹤0.01%
+2,888
2323
$248K ﹤0.01%
1,364
+224
2324
$247K ﹤0.01%
5,606
-232
2325
$245K ﹤0.01%
3,365