Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $38.3B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
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 10.92%
2 Healthcare 7.91%
3 Financials 6.63%
4 Industrials 5.48%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$40.7M 0.23%
72,274
+2,052
102
$40.2M 0.23%
478,630
-20,186
103
$40.2M 0.23%
987,939
-18,444
104
$39.9M 0.23%
1,076,415
+88,755
105
$39.4M 0.22%
334,382
+28,607
106
$38.7M 0.22%
131,748
-2,146
107
$38.5M 0.22%
757,640
+325,153
108
$38.4M 0.22%
434,147
+44,905
109
$38M 0.22%
507,229
+135
110
$37.5M 0.21%
225,831
-1,449
111
$36.9M 0.21%
131,149
-2,153
112
$36.6M 0.21%
256,089
-98,646
113
$36.3M 0.21%
245,178
-3,012
114
$35.9M 0.2%
202,846
-39,762
115
$35.9M 0.2%
217,023
-16,722
116
$35.3M 0.2%
140,542
+13,355
117
$35.1M 0.2%
1,115,571
-51,380
118
$35.1M 0.2%
405,263
+68,881
119
$34.3M 0.2%
413,943
+37,163
120
$34.1M 0.19%
431,677
-1,991
121
$34M 0.19%
69,270
+1,486
122
$33.4M 0.19%
916,033
+54,387
123
$33.1M 0.19%
175,843
-10,139
124
$32.9M 0.19%
220,850
+9,615
125
$32.8M 0.19%
848,843
+8,191