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
1051
$1.12M 0.01%
8,632
+1,599
1052
$1.11M 0.01%
38,418
-1,771
1053
$1.11M 0.01%
+22,859
1054
$1.11M 0.01%
946
-33
1055
$1.11M 0.01%
+2,880
1056
$1.11M 0.01%
184,834
+41,817
1057
$1.1M 0.01%
28,179
-2,905
1058
$1.1M 0.01%
195,782
+2,400
1059
$1.1M 0.01%
50,496
-269,802
1060
$1.1M 0.01%
63,108
+1,512
1061
$1.09M 0.01%
5,585
-214
1062
$1.09M 0.01%
51,217
-147
1063
$1.09M 0.01%
24,423
+12,749
1064
$1.08M 0.01%
80,576
+20,479
1065
$1.08M 0.01%
64,179
+2,392
1066
$1.08M 0.01%
26,153
+7,652
1067
$1.07M 0.01%
+21,000
1068
$1.07M 0.01%
11,630
+140
1069
$1.07M 0.01%
88,025
+900
1070
$1.07M 0.01%
10,839
-503
1071
$1.07M 0.01%
36,583
+2,597
1072
$1.07M 0.01%
3,826
-177
1073
$1.07M 0.01%
21,267
+2,428
1074
$1.06M 0.01%
+59,500
1075
$1.06M 0.01%
14,381
-2,752