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
2326
$245K ﹤0.01%
21,078
-11,264
2327
$245K ﹤0.01%
+3,343
2328
$245K ﹤0.01%
9,882
+271
2329
$245K ﹤0.01%
6,911
-236
2330
$244K ﹤0.01%
44,369
-2,559
2331
$243K ﹤0.01%
12,204
-806
2332
$243K ﹤0.01%
+13,937
2333
$242K ﹤0.01%
5,133
-117
2334
$242K ﹤0.01%
29,209
+1,720
2335
$242K ﹤0.01%
17,372
-6,258
2336
$241K ﹤0.01%
5,314
+85
2337
$241K ﹤0.01%
23,241
2338
$240K ﹤0.01%
24,664
-12
2339
$240K ﹤0.01%
4,944
-102
2340
$240K ﹤0.01%
7,142
2341
$240K ﹤0.01%
14,132
-1,038
2342
$240K ﹤0.01%
+10,896
2343
$240K ﹤0.01%
22,747
-1,311
2344
$239K ﹤0.01%
8,008
-35,242
2345
$239K ﹤0.01%
5,399
-142
2346
$238K ﹤0.01%
+1,904
2347
$238K ﹤0.01%
1,675
2348
$238K ﹤0.01%
18,145
+2,158
2349
$238K ﹤0.01%
29,700
-26,300
2350
$237K ﹤0.01%
10,698
-600