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
851
$1.73M 0.01%
26,157
+2,783
852
$1.73M 0.01%
43,541
-17,090
853
$1.73M 0.01%
64,521
-557
854
$1.72M 0.01%
13,009
+6,742
855
$1.72M 0.01%
+19,705
856
$1.72M 0.01%
5,514
+811
857
$1.71M 0.01%
28,379
-618
858
$1.71M 0.01%
92,490
+5,232
859
$1.7M 0.01%
18,818
-1,522
860
$1.7M 0.01%
77,412
+20,821
861
$1.69M 0.01%
156,546
-5,373
862
$1.68M 0.01%
20,514
+1,307
863
$1.67M 0.01%
110,599
+13,268
864
$1.67M 0.01%
126,598
+4,081
865
$1.66M 0.01%
76,286
-3,112
866
$1.66M 0.01%
82,468
-51,369
867
$1.65M 0.01%
28,809
-11,988
868
$1.65M 0.01%
17,986
+1,220
869
$1.65M 0.01%
275,025
+7,653
870
$1.64M 0.01%
30,170
+3,857
871
$1.64M 0.01%
59,978
-20,824
872
$1.64M 0.01%
137,377
-7,460
873
$1.64M 0.01%
58,219
+4,621
874
$1.64M 0.01%
21,073
-752
875
$1.63M 0.01%
35,327
-3,507