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
1476
$449K ﹤0.01%
18,750
+2,112
1477
$449K ﹤0.01%
31,557
+3,205
1478
$447K ﹤0.01%
1,307
+5
1479
$447K ﹤0.01%
31,103
+15,287
1480
$446K ﹤0.01%
51,350
+18,285
1481
$443K ﹤0.01%
13,140
+6,109
1482
$443K ﹤0.01%
18,187
+1,474
1483
$442K ﹤0.01%
10,480
-25
1484
$441K ﹤0.01%
6,279
+15
1485
$440K ﹤0.01%
+10,331
1486
$439K ﹤0.01%
14,001
-4,956
1487
$439K ﹤0.01%
16,217
-18,893
1488
$439K ﹤0.01%
19,528
+3,202
1489
$438K ﹤0.01%
32,530
+13,049
1490
$437K ﹤0.01%
15,789
+1,308
1491
$437K ﹤0.01%
3,633
-970
1492
$437K ﹤0.01%
16,025
1493
$436K ﹤0.01%
29,315
+1,637
1494
$436K ﹤0.01%
10,799
+1,806
1495
$436K ﹤0.01%
22,252
-34,645
1496
$436K ﹤0.01%
12,556
-1,130
1497
$436K ﹤0.01%
33,390
+2,650
1498
$434K ﹤0.01%
+3,921
1499
$432K ﹤0.01%
+6,280
1500
$432K ﹤0.01%
62,634
-1,494