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
1126
$920K 0.01%
13,144
+4,360
1127
$918K 0.01%
47,134
-7,272
1128
$912K 0.01%
74,030
+2,171
1129
$912K 0.01%
23,507
+15,489
1130
$911K 0.01%
24,874
+16,373
1131
$911K 0.01%
3,030
+246
1132
$911K 0.01%
131,159
+2,480
1133
$908K 0.01%
5,151
+2,232
1134
$904K 0.01%
2,124
+209
1135
$903K 0.01%
16,872
-837
1136
$900K 0.01%
34,537
+6,470
1137
$896K 0.01%
34,785
+1,400
1138
$891K 0.01%
13,628
+7,389
1139
$889K 0.01%
55,502
-3,230
1140
$888K 0.01%
5,547
-326
1141
$886K 0.01%
4,577
-298
1142
$886K 0.01%
9,105
+364
1143
$884K 0.01%
43,027
+4,037
1144
$882K 0.01%
54,300
+6,700
1145
$882K 0.01%
58,258
+5,198
1146
$881K 0.01%
+10,210
1147
$881K 0.01%
33,549
-9,576
1148
$874K 0.01%
9,889
-232
1149
$874K 0.01%
861
+149
1150
$871K 0.01%
24,867
-6,709