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
1776
$263K ﹤0.01%
+5,920
1777
$263K ﹤0.01%
8,694
-1,700
1778
$262K ﹤0.01%
+6,872
1779
$261K ﹤0.01%
10,114
-3,814
1780
$261K ﹤0.01%
3,800
-321
1781
$261K ﹤0.01%
+9,642
1782
$260K ﹤0.01%
13,634
+2,225
1783
$259K ﹤0.01%
+373
1784
$258K ﹤0.01%
+6,597
1785
$258K ﹤0.01%
24,601
-1,000
1786
$257K ﹤0.01%
+5,865
1787
$257K ﹤0.01%
18,975
+3,002
1788
$256K ﹤0.01%
23,801
+2,803
1789
$255K ﹤0.01%
4,569
1790
$253K ﹤0.01%
3,465
-147
1791
$252K ﹤0.01%
+9,418
1792
$252K ﹤0.01%
1,197
+135
1793
$252K ﹤0.01%
7,426
1794
$252K ﹤0.01%
12,237
-63
1795
$252K ﹤0.01%
171
1796
$251K ﹤0.01%
50,412
+6,032
1797
$251K ﹤0.01%
+12,500
1798
$251K ﹤0.01%
+4,521
1799
$251K ﹤0.01%
11,401
-1,200
1800
$250K ﹤0.01%
62,365
+44