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
826
$1.86M 0.01%
18,433
-256
827
$1.84M 0.01%
40,116
+258
828
$1.84M 0.01%
85,487
-5,313
829
$1.84M 0.01%
16,861
-710
830
$1.83M 0.01%
19,921
-4,535
831
$1.83M 0.01%
129,909
+1,200
832
$1.82M 0.01%
8,478
+156
833
$1.82M 0.01%
10,162
+1,925
834
$1.82M 0.01%
33,703
+683
835
$1.81M 0.01%
19,715
+3,933
836
$1.81M 0.01%
16,604
-5,333
837
$1.81M 0.01%
29,516
-178
838
$1.79M 0.01%
114,363
+28,764
839
$1.78M 0.01%
108,199
-1,701
840
$1.78M 0.01%
69,506
-12,824
841
$1.77M 0.01%
15,492
+1,826
842
$1.77M 0.01%
37,375
-1,059
843
$1.77M 0.01%
66,924
844
$1.76M 0.01%
67,433
+19,408
845
$1.75M 0.01%
271,747
+6,488
846
$1.75M 0.01%
25,307
+5,110
847
$1.74M 0.01%
15,709
-114
848
$1.74M 0.01%
11,097
-1,571
849
$1.73M 0.01%
16,368
-823
850
$1.73M 0.01%
3,683
+431