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
626
$3.18M 0.02%
56,401
-5,106
627
$3.17M 0.02%
118,859
+7,657
628
$3.15M 0.02%
45,354
+1,349
629
$3.15M 0.02%
+230,101
630
$3.13M 0.02%
210,523
-951
631
$3.13M 0.02%
2,886
+927
632
$3.11M 0.02%
32,611
-100
633
$3.1M 0.02%
63,022
-3,210
634
$3.09M 0.02%
24,726
-1,018
635
$3.06M 0.02%
21,946
+3,684
636
$3.04M 0.02%
30,039
+3,023
637
$3.02M 0.02%
135,942
-13,621
638
$3.01M 0.02%
293,629
-82,375
639
$3M 0.02%
32,544
+514
640
$2.99M 0.02%
45,313
+10,742
641
$2.99M 0.02%
35,220
+4,640
642
$2.98M 0.02%
208,092
+22,446
643
$2.98M 0.02%
41,668
644
$2.98M 0.02%
24,555
+1,252
645
$2.97M 0.02%
118,672
+1,265
646
$2.97M 0.02%
79,472
+294
647
$2.96M 0.02%
132,356
+14,688
648
$2.95M 0.02%
86,027
-23,725
649
$2.95M 0.02%
49,291
-40,278
650
$2.93M 0.02%
217,675
-9,085