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
1276
$680K ﹤0.01%
4,831
+1,775
1277
$679K ﹤0.01%
11,491
+4,052
1278
$679K ﹤0.01%
23,464
1279
$678K ﹤0.01%
51,850
+5,841
1280
$678K ﹤0.01%
25,796
+9,034
1281
$677K ﹤0.01%
10,836
+2,488
1282
$676K ﹤0.01%
43,318
-415
1283
$674K ﹤0.01%
4,798
-163
1284
$670K ﹤0.01%
16,900
+8,469
1285
$669K ﹤0.01%
46,560
-25,282
1286
$668K ﹤0.01%
60,314
-1,917
1287
$667K ﹤0.01%
3,136
-408
1288
$666K ﹤0.01%
91,087
+35,583
1289
$665K ﹤0.01%
3,615
+226
1290
$665K ﹤0.01%
34,667
+7,130
1291
$664K ﹤0.01%
31,074
+1,090
1292
$664K ﹤0.01%
16,495
-4,466
1293
$663K ﹤0.01%
12,884
+61
1294
$662K ﹤0.01%
61,395
+4,089
1295
$659K ﹤0.01%
7,749
-1,730
1296
$658K ﹤0.01%
8,270
-592
1297
$657K ﹤0.01%
37,836
-92
1298
$657K ﹤0.01%
16,782
-348
1299
$656K ﹤0.01%
49,839
+10,512
1300
$655K ﹤0.01%
5,049
-112