Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $38.3B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
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 10.92%
2 Healthcare 7.91%
3 Financials 6.63%
4 Industrials 5.48%
5 Consumer Discretionary 4.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$162K ﹤0.01%
16,665
-620
1952
$161K ﹤0.01%
19,773
-850
1953
$161K ﹤0.01%
43,200
-3,600
1954
$160K ﹤0.01%
11,947
+166
1955
$156K ﹤0.01%
15,583
-11,482
1956
$154K ﹤0.01%
62,516
-3,036
1957
$154K ﹤0.01%
+19,923
1958
$151K ﹤0.01%
13,450
1959
$150K ﹤0.01%
11,485
-632
1960
$149K ﹤0.01%
36,507
+2,216
1961
$149K ﹤0.01%
325
-38
1962
$148K ﹤0.01%
30,258
+5,793
1963
$147K ﹤0.01%
50,104
1964
$144K ﹤0.01%
14,670
-5,758
1965
$144K ﹤0.01%
17,953
+794
1966
$143K ﹤0.01%
17,000
-1,100
1967
$142K ﹤0.01%
21,844
+3,989
1968
$140K ﹤0.01%
+11,656
1969
$139K ﹤0.01%
39,768
+205
1970
$139K ﹤0.01%
5,342
-191
1971
$139K ﹤0.01%
15,777
+74
1972
$137K ﹤0.01%
13,562
+2,562
1973
$137K ﹤0.01%
29,035
-7,500
1974
$135K ﹤0.01%
11,783
-1,272
1975
$134K ﹤0.01%
+17,847