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
2376
$228K ﹤0.01%
5,723
-112
2377
$227K ﹤0.01%
16,067
+66
2378
$227K ﹤0.01%
7,572
-579
2379
$227K ﹤0.01%
6,965
-2,664
2380
$226K ﹤0.01%
2,890
-1,115
2381
$226K ﹤0.01%
4,464
-146
2382
$226K ﹤0.01%
+7,682
2383
$226K ﹤0.01%
84,837
+11,500
2384
$226K ﹤0.01%
3,364
+204
2385
$225K ﹤0.01%
7,693
-355
2386
$225K ﹤0.01%
17,659
-348
2387
$225K ﹤0.01%
+5,341
2388
$225K ﹤0.01%
3,924
-300
2389
$224K ﹤0.01%
10,407
-51,132
2390
$224K ﹤0.01%
2,061
2391
$223K ﹤0.01%
5,109
+4
2392
$222K ﹤0.01%
+8,486
2393
$222K ﹤0.01%
9,991
-10,266
2394
$222K ﹤0.01%
14,553
-5,113
2395
$221K ﹤0.01%
8,079
-26,453
2396
$221K ﹤0.01%
19,850
-7,500
2397
$221K ﹤0.01%
26,712
+4,335
2398
$220K ﹤0.01%
4,342
+4
2399
$220K ﹤0.01%
+4,304
2400
$219K ﹤0.01%
+1,388