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
1251
$715K ﹤0.01%
19,906
+4,393
1252
$715K ﹤0.01%
14,474
-2,386
1253
$714K ﹤0.01%
11,896
+3,064
1254
$714K ﹤0.01%
1,988
-134
1255
$712K ﹤0.01%
12,906
-18,006
1256
$711K ﹤0.01%
11,495
-3,439
1257
$705K ﹤0.01%
8,918
-607
1258
$705K ﹤0.01%
25,335
-2,572
1259
$705K ﹤0.01%
10,647
-2,100
1260
$703K ﹤0.01%
9,913
+1,373
1261
$703K ﹤0.01%
99,776
+3,019
1262
$700K ﹤0.01%
22,000
+10,500
1263
$697K ﹤0.01%
26,898
-7,084
1264
$697K ﹤0.01%
3,336
-53
1265
$697K ﹤0.01%
+29,861
1266
$696K ﹤0.01%
39,601
-1,344
1267
$695K ﹤0.01%
11,291
-86
1268
$693K ﹤0.01%
6,345
-599
1269
$688K ﹤0.01%
+13,354
1270
$687K ﹤0.01%
9,643
-1,129
1271
$687K ﹤0.01%
9,611
-1,255
1272
$685K ﹤0.01%
20,398
+1,992
1273
$685K ﹤0.01%
17,512
+2,046
1274
$683K ﹤0.01%
28,084
+7,916
1275
$682K ﹤0.01%
25,675
-1,425