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
1676
$313K ﹤0.01%
1,714
-30,274
1677
$313K ﹤0.01%
+4,135
1678
$313K ﹤0.01%
8,954
-807
1679
$312K ﹤0.01%
+67,898
1680
$312K ﹤0.01%
+7,771
1681
$312K ﹤0.01%
55,892
+1,179
1682
$311K ﹤0.01%
6,048
-702
1683
$311K ﹤0.01%
+7,873
1684
$311K ﹤0.01%
+12,453
1685
$310K ﹤0.01%
+76
1686
$309K ﹤0.01%
4,233
-244
1687
$308K ﹤0.01%
2,439
-169
1688
$307K ﹤0.01%
12,800
-200
1689
$306K ﹤0.01%
10,212
+217
1690
$305K ﹤0.01%
+3,527
1691
$304K ﹤0.01%
+1,774
1692
$304K ﹤0.01%
+9,475
1693
$303K ﹤0.01%
12,646
-70
1694
$303K ﹤0.01%
23,446
+2,282
1695
$302K ﹤0.01%
17,193
+1,799
1696
$302K ﹤0.01%
3,873
-3
1697
$301K ﹤0.01%
14,374
-26
1698
$300K ﹤0.01%
6,079
+579
1699
$299K ﹤0.01%
10,717
1700
$299K ﹤0.01%
+26,686