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
1326
$625K ﹤0.01%
2,932
+42
1327
$623K ﹤0.01%
+9,904
1328
$622K ﹤0.01%
23,472
-590
1329
$620K ﹤0.01%
123,718
+99,795
1330
$618K ﹤0.01%
+2,463
1331
$618K ﹤0.01%
67,903
+1,191
1332
$616K ﹤0.01%
9,629
-171
1333
$613K ﹤0.01%
2,993
-1,164
1334
$613K ﹤0.01%
77,209
-397
1335
$612K ﹤0.01%
81,392
-9,139
1336
$612K ﹤0.01%
1,922
+238
1337
$610K ﹤0.01%
18,347
+2,549
1338
$610K ﹤0.01%
+52,262
1339
$608K ﹤0.01%
41,525
1340
$607K ﹤0.01%
34,052
-184
1341
$605K ﹤0.01%
9,675
+112
1342
$605K ﹤0.01%
29,228
+3,330
1343
$605K ﹤0.01%
51,297
+6,211
1344
$605K ﹤0.01%
7,571
+494
1345
$604K ﹤0.01%
20,446
-6,572
1346
$602K ﹤0.01%
19,628
-153
1347
$599K ﹤0.01%
+7,446
1348
$597K ﹤0.01%
22,801
+6,007
1349
$596K ﹤0.01%
10,528
-3,496
1350
$594K ﹤0.01%
850
+363