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
901
$1.53M 0.01%
18,908
-328
902
$1.53M 0.01%
8,591
-549
903
$1.52M 0.01%
28,252
+884
904
$1.52M 0.01%
25,526
+188
905
$1.52M 0.01%
22,500
-1,000
906
$1.51M 0.01%
83,245
-32,900
907
$1.51M 0.01%
29,920
+7,415
908
$1.5M 0.01%
81,896
-2,715
909
$1.5M 0.01%
62,281
+7,972
910
$1.5M 0.01%
52,696
+5,271
911
$1.5M 0.01%
24,137
+3,616
912
$1.5M 0.01%
38,789
+9,428
913
$1.5M 0.01%
11,596
-8,019
914
$1.49M 0.01%
792
+41
915
$1.49M 0.01%
30,342
+1,122
916
$1.49M 0.01%
136,372
+32,122
917
$1.48M 0.01%
43,013
-579
918
$1.48M 0.01%
17,173
-12,785
919
$1.48M 0.01%
49,308
+823
920
$1.47M 0.01%
33,022
-5,706
921
$1.47M 0.01%
16,843
+1,127
922
$1.47M 0.01%
+10,496
923
$1.47M 0.01%
15,508
-17
924
$1.47M 0.01%
16,057
+6,924
925
$1.46M 0.01%
18,469
-204