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
1651
$327K ﹤0.01%
43,254
-9,035
1652
$325K ﹤0.01%
32,156
-3,948
1653
$324K ﹤0.01%
62,695
-546
1654
$324K ﹤0.01%
153,600
-2,000
1655
$324K ﹤0.01%
+6,204
1656
$324K ﹤0.01%
5,763
1657
$324K ﹤0.01%
7,970
-260
1658
$324K ﹤0.01%
72,347
-593
1659
$323K ﹤0.01%
4,855
+88
1660
$322K ﹤0.01%
+11,149
1661
$322K ﹤0.01%
13,594
+334
1662
$322K ﹤0.01%
9,349
-14,640
1663
$321K ﹤0.01%
+12,906
1664
$320K ﹤0.01%
4,007
+48
1665
$320K ﹤0.01%
20,010
-718
1666
$319K ﹤0.01%
+1,377
1667
$318K ﹤0.01%
2,805
+127
1668
$317K ﹤0.01%
25,443
-3,367
1669
$317K ﹤0.01%
6,259
+1,963
1670
$317K ﹤0.01%
6,836
-62
1671
$316K ﹤0.01%
12,563
-13,114
1672
$316K ﹤0.01%
45,994
+3,282
1673
$315K ﹤0.01%
+3,745
1674
$315K ﹤0.01%
+5,536
1675
$314K ﹤0.01%
16,749
+714