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
1551
$395K ﹤0.01%
57,668
-1,582
1552
$394K ﹤0.01%
16,030
-4,783
1553
$394K ﹤0.01%
7,461
+900
1554
$392K ﹤0.01%
11,973
+508
1555
$388K ﹤0.01%
11,668
+56
1556
$388K ﹤0.01%
6,164
+1,474
1557
$387K ﹤0.01%
79,056
+500
1558
$387K ﹤0.01%
21,698
-2,083
1559
$387K ﹤0.01%
2,730
+630
1560
$387K ﹤0.01%
2,620
-323
1561
$387K ﹤0.01%
3,790
-70
1562
$387K ﹤0.01%
4,938
+1,070
1563
$386K ﹤0.01%
10,648
+809
1564
$386K ﹤0.01%
16,725
-1,295
1565
$384K ﹤0.01%
6,020
+268
1566
$383K ﹤0.01%
3,304
1567
$383K ﹤0.01%
17,839
+800
1568
$382K ﹤0.01%
25,328
1569
$382K ﹤0.01%
4,000
+1,341
1570
$382K ﹤0.01%
45,128
+4,786
1571
$382K ﹤0.01%
11,884
-153
1572
$381K ﹤0.01%
7,193
+432
1573
$381K ﹤0.01%
+20,863
1574
$380K ﹤0.01%
30,569
1575
$380K ﹤0.01%
17,052
-24,592