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
1151
$871K 0.01%
16,706
+1,092
1152
$871K 0.01%
6,193
+659
1153
$865K ﹤0.01%
62,847
+5,079
1154
$864K ﹤0.01%
38,944
-641
1155
$864K ﹤0.01%
8,630
-2,630
1156
$863K ﹤0.01%
13,037
-391
1157
$862K ﹤0.01%
28,603
-73,655
1158
$862K ﹤0.01%
70,660
+1,969
1159
$860K ﹤0.01%
4,376
+503
1160
$858K ﹤0.01%
35,195
-21,241
1161
$855K ﹤0.01%
+7,917
1162
$853K ﹤0.01%
18,383
-657
1163
$844K ﹤0.01%
19,338
-1,203
1164
$842K ﹤0.01%
63,364
+810
1165
$840K ﹤0.01%
7,064
+217
1166
$838K ﹤0.01%
28,436
+508
1167
$837K ﹤0.01%
23,525
-208
1168
$837K ﹤0.01%
32,245
-1,048
1169
$835K ﹤0.01%
12,603
-704
1170
$831K ﹤0.01%
23,028
+2,015
1171
$830K ﹤0.01%
9,248
-3,152
1172
$830K ﹤0.01%
48,622
-4,676
1173
$829K ﹤0.01%
7,776
-1,454
1174
$826K ﹤0.01%
10,952
-155
1175
$823K ﹤0.01%
16,799
-1,618