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
1701
$299K ﹤0.01%
11,229
-217
1702
$298K ﹤0.01%
5,265
-6,162
1703
$298K ﹤0.01%
6,026
+1,555
1704
$297K ﹤0.01%
3,149
+88
1705
$296K ﹤0.01%
25,950
+1,000
1706
$295K ﹤0.01%
43,148
-2,737
1707
$294K ﹤0.01%
5,636
+463
1708
$294K ﹤0.01%
3,151
+157
1709
$294K ﹤0.01%
8,844
+741
1710
$294K ﹤0.01%
10,607
-22
1711
$293K ﹤0.01%
3,436
-1,439
1712
$293K ﹤0.01%
11,000
1713
$292K ﹤0.01%
12,652
-2,057
1714
$292K ﹤0.01%
+7,218
1715
$290K ﹤0.01%
2,389
+159
1716
$289K ﹤0.01%
52,028
1717
$289K ﹤0.01%
3,874
+71
1718
$289K ﹤0.01%
10,532
1719
$288K ﹤0.01%
+16,018
1720
$288K ﹤0.01%
15,631
+4,148
1721
$288K ﹤0.01%
+34,259
1722
$288K ﹤0.01%
+8,406
1723
$288K ﹤0.01%
7,675
-20
1724
$288K ﹤0.01%
2,653
1725
$287K ﹤0.01%
+13,994