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
1376
$551K ﹤0.01%
39,607
+1,353
1377
$550K ﹤0.01%
60,426
-9,355
1378
$550K ﹤0.01%
9,403
-60,700
1379
$549K ﹤0.01%
37,002
-11,470
1380
$543K ﹤0.01%
8,418
-5,536
1381
$542K ﹤0.01%
38,968
-2,046
1382
$541K ﹤0.01%
16,892
-455
1383
$540K ﹤0.01%
37,686
-7,271
1384
$535K ﹤0.01%
11,516
+5,556
1385
$535K ﹤0.01%
50,674
+33,289
1386
$534K ﹤0.01%
72,437
-245
1387
$533K ﹤0.01%
99,166
+82,243
1388
$533K ﹤0.01%
15,695
-631
1389
$533K ﹤0.01%
15,821
+8,316
1390
$533K ﹤0.01%
25,559
-1,684
1391
$532K ﹤0.01%
8,370
+1,300
1392
$530K ﹤0.01%
16,317
+3
1393
$529K ﹤0.01%
8,991
-63
1394
$529K ﹤0.01%
5,217
-100
1395
$528K ﹤0.01%
22,604
1396
$527K ﹤0.01%
45,280
+96
1397
$527K ﹤0.01%
14,741
-723
1398
$525K ﹤0.01%
23,471
-33,418
1399
$524K ﹤0.01%
17,419
-769
1400
$522K ﹤0.01%
+23,371