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
2126
-10,136
2127
-7,375
2128
-57,982
2129
-26,653
2130
-5,444
2131
-13,444
2132
-14,601
2133
-22,000
2134
-1,834
2135
-12,387
2136
-66,945
2137
-9,040
2138
-20,750
2139
-12,671
2140
-3,050
2141
-43,851
2142
-7,550
2143
-22,176
2144
-7,299
2145
-3,199
2146
-11,467
2147
-10,950
2148
-7,115
2149
-12,661
2150
-1,200