Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $38.3B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$17.5B
AUM Growth
+$1.71B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,174
New
Increased
Reduced
Closed

Top Sells

1 +$57.1M
2 +$25.6M
3 +$21.8M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$19.8M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$14.7M

Sector Composition

1 Technology 10.92%
2 Healthcare 7.91%
3 Financials 6.63%
4 Industrials 5.48%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$7.1M 0.04%
114,398
+27,680
377
$7.1M 0.04%
158,784
+117,553
378
$7.04M 0.04%
330,313
-409,000
379
$7.02M 0.04%
30,406
-608
380
$6.98M 0.04%
12,477
+2,521
381
$6.97M 0.04%
122,973
+30,509
382
$6.95M 0.04%
227,403
+18,698
383
$6.92M 0.04%
38,976
-21,584
384
$6.91M 0.04%
82,984
+256
385
$6.9M 0.04%
97,554
+81,983
386
$6.78M 0.04%
346,432
-15,967
387
$6.75M 0.04%
97,824
+11,330
388
$6.75M 0.04%
62,279
+2,373
389
$6.74M 0.04%
217,990
+16,306
390
$6.74M 0.04%
257,390
+125,880
391
$6.71M 0.04%
272,760
-28,380
392
$6.59M 0.04%
509,824
+148,992
393
$6.57M 0.04%
87,043
-15,579
394
$6.57M 0.04%
106,488
+4,655
395
$6.56M 0.04%
241,529
+51,215
396
$6.54M 0.04%
130,966
+27,735
397
$6.51M 0.04%
207,851
+1,815
398
$6.46M 0.04%
627,026
+11,449
399
$6.45M 0.04%
105,930
+89,715
400
$6.44M 0.04%
38,878
+25,705