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
401
$6.43M 0.04%
248,511
+21,978
402
$6.43M 0.04%
28,386
+1,446
403
$6.41M 0.04%
115,531
+940
404
$6.4M 0.04%
+463,194
405
$6.39M 0.04%
476,415
+17,540
406
$6.39M 0.04%
77,890
+3,571
407
$6.37M 0.04%
56,735
+3,171
408
$6.33M 0.04%
93,631
-10,560
409
$6.29M 0.04%
39,909
+2,160
410
$6.27M 0.04%
127,272
-3,264
411
$6.24M 0.04%
132,294
-3,845
412
$6.24M 0.04%
113,574
+9,720
413
$6.22M 0.04%
229,213
+63,621
414
$6.21M 0.04%
18,538
+842
415
$6.21M 0.04%
148,974
-55,544
416
$6.18M 0.04%
187,344
-40,854
417
$6.17M 0.04%
67,096
+24,164
418
$6.14M 0.04%
36,242
+1,645
419
$6.11M 0.03%
175,607
+5,371
420
$6.08M 0.03%
77,434
-1,898
421
$6.06M 0.03%
18,105
+1,097
422
$6.05M 0.03%
28,673
-8,458
423
$6.04M 0.03%
186,476
-7,246
424
$6M 0.03%
6,217
-88
425
$5.99M 0.03%
133,755
-833