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
376
$9.85M 0.04%
41,360
+1,586
377
$9.84M 0.04%
140,514
-2,578
378
$9.84M 0.04%
442,283
+12,273
379
$9.84M 0.04%
155,506
-854
380
$9.81M 0.04%
455,626
+41,873
381
$9.78M 0.04%
364,258
+30,559
382
$9.74M 0.04%
40,674
+2,153
383
$9.7M 0.04%
295,973
+10,545
384
$9.6M 0.04%
37,863
+913
385
$9.59M 0.04%
116,183
+5,890
386
$9.52M 0.04%
702,836
+15,870
387
$9.51M 0.04%
52,448
+1,945
388
$9.45M 0.04%
356,664
+80,902
389
$9.44M 0.04%
371,443
+1,963
390
$9.39M 0.04%
123,106
+4,272
391
$9.39M 0.04%
56,403
-2,702
392
$9.36M 0.04%
303,997
+204,372
393
$9.34M 0.04%
659,400
+91,803
394
$9.29M 0.04%
105,895
+3,124
395
$9.25M 0.04%
82,546
+8,129
396
$9.23M 0.04%
163,780
-52,372
397
$9.22M 0.04%
116,455
+4,154
398
$9.19M 0.04%
74,874
+2,716
399
$9.15M 0.04%
307,482
+294,051
400
$9.11M 0.04%
158,071
-1,505