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
1501
$430K ﹤0.01%
+17,225
1502
$430K ﹤0.01%
50,909
-8,464
1503
$430K ﹤0.01%
20,513
-14,113
1504
$429K ﹤0.01%
47,319
+1,959
1505
$428K ﹤0.01%
11,041
-281
1506
$427K ﹤0.01%
7,060
-163
1507
$427K ﹤0.01%
32,942
+8,742
1508
$426K ﹤0.01%
+1,109
1509
$425K ﹤0.01%
10,380
-1,095
1510
$425K ﹤0.01%
37,209
-565
1511
$425K ﹤0.01%
13,202
-788
1512
$424K ﹤0.01%
42,655
+2,273
1513
$424K ﹤0.01%
13,179
+2,411
1514
$423K ﹤0.01%
6,156
-93
1515
$423K ﹤0.01%
12,514
+4,224
1516
$422K ﹤0.01%
9,088
1517
$422K ﹤0.01%
11,112
-615
1518
$420K ﹤0.01%
37,647
+2,367
1519
$420K ﹤0.01%
10,520
+1,625
1520
$420K ﹤0.01%
11,961
+94
1521
$420K ﹤0.01%
+7,739
1522
$419K ﹤0.01%
15,254
-15,481
1523
$419K ﹤0.01%
7,693
+1,651
1524
$419K ﹤0.01%
+3,287
1525
$415K ﹤0.01%
130,116
-1,855