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
651
$2.92M 0.02%
67,472
-14,279
652
$2.87M 0.02%
26,847
+1,891
653
$2.87M 0.02%
39,932
-1,274
654
$2.86M 0.02%
8,213
+897
655
$2.86M 0.02%
138,724
+4,568
656
$2.85M 0.02%
36,491
+1,689
657
$2.85M 0.02%
235,963
+101,040
658
$2.85M 0.02%
28,673
+18,921
659
$2.85M 0.02%
5,987
-4,365
660
$2.83M 0.02%
50,255
+120
661
$2.83M 0.02%
80,173
+5,220
662
$2.82M 0.02%
58,194
-29,768
663
$2.82M 0.02%
160,473
+15,188
664
$2.82M 0.02%
129,716
-1,692
665
$2.82M 0.02%
7,178
+665
666
$2.82M 0.02%
33,708
+2,588
667
$2.82M 0.02%
14,534
-25,685
668
$2.81M 0.02%
753,761
+16,922
669
$2.81M 0.02%
62,156
+20,510
670
$2.81M 0.02%
95,736
+10,652
671
$2.81M 0.02%
229,512
+209,354
672
$2.8M 0.02%
43,997
-731
673
$2.79M 0.02%
17,949
-180
674
$2.78M 0.02%
101,497
-27,815
675
$2.77M 0.02%
121,174
+5,054