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
2376
$265K ﹤0.01%
5,209
-1,075
2377
$265K ﹤0.01%
12,233
-16,843
2378
$264K ﹤0.01%
28,289
+1,799
2379
$264K ﹤0.01%
4,922
+768
2380
$264K ﹤0.01%
3,375
+763
2381
$263K ﹤0.01%
+5,608
2382
$263K ﹤0.01%
5,320
+189
2383
$261K ﹤0.01%
5,510
-139
2384
$259K ﹤0.01%
+11,603
2385
$259K ﹤0.01%
7,158
+453
2386
$258K ﹤0.01%
5,880
-1,150
2387
$258K ﹤0.01%
19,749
+1,614
2388
$257K ﹤0.01%
2,832
-2,913
2389
$257K ﹤0.01%
+8,708
2390
$256K ﹤0.01%
45,576
+157
2391
$256K ﹤0.01%
11,561
-161
2392
$256K ﹤0.01%
24,887
-2,153
2393
$255K ﹤0.01%
9,622
+861
2394
$255K ﹤0.01%
16,127
+503
2395
$255K ﹤0.01%
8,915
+320
2396
$254K ﹤0.01%
9,877
+61
2397
$254K ﹤0.01%
+11,287
2398
$253K ﹤0.01%
9,455
-5,144
2399
$253K ﹤0.01%
12,167
-2,316
2400
$253K ﹤0.01%
3,812
-337