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
$23.4B
AUM Growth
+$706M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,410
New
Increased
Reduced
Closed

Top Buys

1
+$119M
2
+$73.8M
3
+$71.9M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$62.6M
5
EFG icon
iShares MSCI EAFE Growth ETF
EFG
+$41.9M

Top Sells

1
+$95.3M
2
+$62.5M
3
+$45.7M
4
GOVT icon
iShares US Treasury Bond ETF
GOVT
+$39.3M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$31.7M

Sector Composition

1 Technology 8.58%
2 Healthcare 7.02%
3 Financials 6.95%
4 Industrials 5.35%
5 Communication Services 4.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$16.2M 0.07%
26,733
+813
252
$16.2M 0.07%
153,651
+615
253
$16M 0.07%
109,055
+4,659
254
$15.9M 0.07%
102,568
+2,014
255
$15.9M 0.07%
488,105
-96,022
256
$15.9M 0.07%
24,545
+1,948
257
$15.9M 0.07%
569,025
+14,875
258
$15.9M 0.07%
268,311
-4,545
259
$15.9M 0.07%
341,593
+25,260
260
$15.8M 0.07%
61,474
+11,231
261
$15.8M 0.07%
260,265
+14,200
262
$15.8M 0.07%
330,186
+31,042
263
$15.6M 0.07%
223,822
-7,325
264
$15.6M 0.07%
248,642
+9,698
265
$15.4M 0.07%
162,691
+10,020
266
$15.3M 0.07%
69,946
+3,241
267
$15.3M 0.07%
76,236
+375
268
$15.2M 0.06%
92,077
+1,417
269
$15.2M 0.06%
24,386
+669
270
$15.2M 0.06%
100,608
+3,301
271
$15M 0.06%
171,166
-17,109
272
$14.8M 0.06%
486,987
+26,904
273
$14.8M 0.06%
35,796
+988
274
$14.8M 0.06%
188,058
-334
275
$14.6M 0.06%
84,813
-1,599
9 10
11
12 13