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
1451
$470K ﹤0.01%
36,521
-404
1452
$469K ﹤0.01%
2,593
-234
1453
$469K ﹤0.01%
9,937
-4,799
1454
$469K ﹤0.01%
16,037
+2,590
1455
$468K ﹤0.01%
+29,701
1456
$467K ﹤0.01%
24,349
-12,228
1457
$467K ﹤0.01%
29,244
+4,499
1458
$467K ﹤0.01%
33,559
-230
1459
$466K ﹤0.01%
+49,290
1460
$465K ﹤0.01%
8,302
+1,259
1461
$465K ﹤0.01%
3,881
-496
1462
$465K ﹤0.01%
50,546
-2,640
1463
$464K ﹤0.01%
+10,159
1464
$460K ﹤0.01%
4,050
+400
1465
$459K ﹤0.01%
32,675
+2,199
1466
$459K ﹤0.01%
20,599
-52
1467
$457K ﹤0.01%
40,817
-1,014
1468
$456K ﹤0.01%
44,182
-6,945
1469
$456K ﹤0.01%
76,276
-64,001
1470
$456K ﹤0.01%
18,600
+1,000
1471
$455K ﹤0.01%
16,673
-12,195
1472
$454K ﹤0.01%
8,010
-1,303
1473
$450K ﹤0.01%
23,620
+750
1474
$450K ﹤0.01%
13,781
-713
1475
$449K ﹤0.01%
17,481
+672