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
1076
$1.05M 0.01%
23,110
-316
1077
$1.04M 0.01%
46,820
+200
1078
$1.04M 0.01%
9,761
+2,285
1079
$1.04M 0.01%
31,557
+3,300
1080
$1.04M 0.01%
41,979
+1,551
1081
$1.04M 0.01%
57,541
-10,383
1082
$1.04M 0.01%
24,686
+4,308
1083
$1.03M 0.01%
8,274
-103
1084
$1.03M 0.01%
122,324
+765
1085
$1.03M 0.01%
12,887
-805
1086
$1.03M 0.01%
93,549
+295
1087
$1.02M 0.01%
60,278
-5,234
1088
$1.01M 0.01%
34,682
+5,829
1089
$1.01M 0.01%
10,070
+145
1090
$1.01M 0.01%
106,088
-5,325
1091
$1.01M 0.01%
16,429
+1,310
1092
$1.01M 0.01%
25,398
-2,102
1093
$1M 0.01%
12,482
+4,287
1094
$1M 0.01%
35,534
-29,897
1095
$996K 0.01%
71,580
-13,808
1096
$993K 0.01%
15,050
1097
$991K 0.01%
18,189
+6,435
1098
$986K 0.01%
8,190
+2,770
1099
$985K 0.01%
51,118
+15,953
1100
$978K 0.01%
103,580
+74,321