Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $43.6B
1-Year Est. Return 20.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$38.3B
AUM Growth
+$2.98B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,848
New
Increased
Reduced
Closed

Top Buys

1
+$128M
2
+$107M
3
+$57.3M
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$55.2M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$47.9M

Top Sells

1
+$165M
2
+$150M
3
+$99.5M
4
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$47.4M
5
UNH icon
UnitedHealth
UNH
+$33.5M

Sector Composition

1 Technology 14.11%
2 Financials 8.35%
3 Industrials 6.16%
4 Healthcare 5.14%
5 Consumer Discretionary 4.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$4.56M 0.01%
28,270
+382
852
$4.51M 0.01%
31,829
+3,496
853
$4.5M 0.01%
35,284
-6,589
854
$4.49M 0.01%
120,286
+2,569
855
$4.49M 0.01%
346,743
-14,323
856
$4.49M 0.01%
+218,016
857
$4.45M 0.01%
66,307
+27,331
858
$4.44M 0.01%
48,379
-3,759
859
$4.42M 0.01%
48,621
+669
860
$4.4M 0.01%
39,124
+1,420
861
$4.39M 0.01%
8,200
-11,596
862
$4.36M 0.01%
+65,451
863
$4.36M 0.01%
67,249
+9,255
864
$4.36M 0.01%
70,526
+6,475
865
$4.35M 0.01%
40,355
866
$4.35M 0.01%
17,788
+12,842
867
$4.33M 0.01%
53,902
-7,129
868
$4.33M 0.01%
171,957
-813
869
$4.31M 0.01%
72,611
-13,427
870
$4.3M 0.01%
130,124
+9,220
871
$4.3M 0.01%
52,698
+12,280
872
$4.29M 0.01%
54,080
-10,458
873
$4.28M 0.01%
47,837
+4,676
874
$4.26M 0.01%
140,959
+12,041
875
$4.25M 0.01%
85,540
+7,170
33 34
35
36 37