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
1976
$132K ﹤0.01%
13,893
-4,265
1977
$130K ﹤0.01%
16,784
-1,984
1978
$129K ﹤0.01%
30,553
-2,775
1979
$128K ﹤0.01%
25,981
+1,000
1980
$128K ﹤0.01%
22,572
+3,783
1981
$123K ﹤0.01%
24,464
-2,224
1982
$123K ﹤0.01%
33,530
-2,487
1983
$123K ﹤0.01%
13,107
-785
1984
$121K ﹤0.01%
48,076
1985
$120K ﹤0.01%
25,916
-7,275
1986
$119K ﹤0.01%
12,609
-901
1987
$119K ﹤0.01%
13,941
1988
$119K ﹤0.01%
19,400
+183
1989
$118K ﹤0.01%
+17,827
1990
$117K ﹤0.01%
10,492
+292
1991
$112K ﹤0.01%
+20,421
1992
$109K ﹤0.01%
+11,114
1993
$107K ﹤0.01%
52,238
-2,660
1994
$105K ﹤0.01%
14,182
-1,520
1995
$104K ﹤0.01%
40,672
-400
1996
$102K ﹤0.01%
19,301
-240
1997
$100K ﹤0.01%
10,201
-85
1998
$98K ﹤0.01%
28,550
+3,000
1999
$98K ﹤0.01%
+10,300
2000
$98K ﹤0.01%
26,550
-2,437