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
$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 10.91%
2 Healthcare 7.91%
3 Financials 6.63%
4 Industrials 5.5%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$3.73M 0.02%
141,098
-16,382
577
$3.73M 0.02%
186,428
+1,235
578
$3.72M 0.02%
72,094
-500
579
$3.72M 0.02%
44,861
-36,445
580
$3.71M 0.02%
128,704
-2,174
581
$3.71M 0.02%
75,138
-27,198
582
$3.68M 0.02%
110,977
-270,597
583
$3.68M 0.02%
193,115
+11,057
584
$3.65M 0.02%
35,141
-742
585
$3.63M 0.02%
61,265
+11,889
586
$3.63M 0.02%
79,221
+3,870
587
$3.62M 0.02%
80,686
-4,375
588
$3.61M 0.02%
60,778
+8,568
589
$3.6M 0.02%
21,486
+118
590
$3.59M 0.02%
84,364
+4,023
591
$3.57M 0.02%
211,820
-2,024
592
$3.56M 0.02%
116,413
-49,162
593
$3.56M 0.02%
58,611
-2,414
594
$3.56M 0.02%
38,941
+2,109
595
$3.54M 0.02%
114,556
+16,188
596
$3.53M 0.02%
64,796
-302
597
$3.47M 0.02%
18,398
-6,882
598
$3.46M 0.02%
70,090
-720
599
$3.45M 0.02%
96,729
-8,351
600
$3.45M 0.02%
38,151
-250