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
776
$2.19M 0.01%
46,949
-225
777
$2.19M 0.01%
39,606
+5,995
778
$2.19M 0.01%
14,196
-2,803
779
$2.16M 0.01%
60,660
-5,750
780
$2.16M 0.01%
64,429
-1,958
781
$2.15M 0.01%
68,684
-5,268
782
$2.13M 0.01%
77,214
-3,264
783
$2.13M 0.01%
15,158
-605
784
$2.13M 0.01%
26,645
-1,562
785
$2.12M 0.01%
172,006
+47,815
786
$2.11M 0.01%
86,081
+6,089
787
$2.11M 0.01%
72,544
+231
788
$2.11M 0.01%
8,919
-26,562
789
$2.1M 0.01%
164,579
+40,674
790
$2.1M 0.01%
41,148
+1,652
791
$2.08M 0.01%
77,628
+2,249
792
$2.08M 0.01%
19,944
-16,241
793
$2.07M 0.01%
25,763
+88
794
$2.07M 0.01%
4,999
+412
795
$2.06M 0.01%
20,534
-1,338
796
$2.05M 0.01%
380
-1,275
797
$2.05M 0.01%
51,908
+888
798
$2.05M 0.01%
19,272
-980
799
$2.05M 0.01%
13,353
+948
800
$2.05M 0.01%
52,232
-11,609