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
2451
$234K ﹤0.01%
695
+97
2452
$234K ﹤0.01%
38,876
+19,978
2453
$234K ﹤0.01%
9,229
+347
2454
$233K ﹤0.01%
8,838
-750
2455
$233K ﹤0.01%
+4,145
2456
$233K ﹤0.01%
26,925
-2,763
2457
$233K ﹤0.01%
1,756
-112
2458
$232K ﹤0.01%
+5,446
2459
$232K ﹤0.01%
3,542
+60
2460
$231K ﹤0.01%
5,305
+12
2461
$230K ﹤0.01%
6,620
+42
2462
$230K ﹤0.01%
+6,105
2463
$229K ﹤0.01%
18,547
-4,627
2464
$229K ﹤0.01%
3,022
-1,500
2465
$229K ﹤0.01%
+597
2466
$228K ﹤0.01%
13,253
-26,181
2467
$228K ﹤0.01%
5,179
2468
$228K ﹤0.01%
8,114
+299
2469
$227K ﹤0.01%
+5,374
2470
$227K ﹤0.01%
7,155
-823
2471
$226K ﹤0.01%
3,531
-13
2472
$226K ﹤0.01%
3,406
+623
2473
$226K ﹤0.01%
14,274
+308
2474
$226K ﹤0.01%
+4,553
2475
$225K ﹤0.01%
+6,879