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
2401
$218K ﹤0.01%
9,376
2402
$218K ﹤0.01%
14,523
-1,098
2403
$217K ﹤0.01%
7,840
-1,165
2404
$217K ﹤0.01%
4,588
-363
2405
$216K ﹤0.01%
5,627
-62
2406
$216K ﹤0.01%
4,316
-2,115
2407
$216K ﹤0.01%
13,120
+290
2408
$216K ﹤0.01%
13,045
-11,502
2409
$216K ﹤0.01%
28,393
+1,512
2410
$216K ﹤0.01%
40,576
2411
$215K ﹤0.01%
3,978
-58
2412
$215K ﹤0.01%
6,150
+100
2413
$215K ﹤0.01%
42,573
-5,358
2414
$214K ﹤0.01%
1,400
2415
$214K ﹤0.01%
17,138
2416
$214K ﹤0.01%
4,165
2417
$213K ﹤0.01%
+2,028
2418
$212K ﹤0.01%
+2,612
2419
$212K ﹤0.01%
5,172
-7,083
2420
$212K ﹤0.01%
3,235
-1,083
2421
$212K ﹤0.01%
3,418
-96
2422
$212K ﹤0.01%
5,660
-10,112
2423
$211K ﹤0.01%
5,600
2424
$209K ﹤0.01%
34,600
2425
$209K ﹤0.01%
+3,742