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
401
$9.1M 0.04%
78,706
+3,959
402
$9.06M 0.04%
22,960
+1,043
403
$9.06M 0.04%
293,998
+46,689
404
$9.05M 0.04%
270,874
+254
405
$9.03M 0.04%
87,356
+3,136
406
$9.02M 0.04%
317,376
+94,199
407
$9M 0.04%
149,052
+1,379
408
$8.97M 0.04%
251,168
+201,217
409
$8.92M 0.04%
185,152
+23,384
410
$8.9M 0.04%
104,289
+4,093
411
$8.89M 0.04%
77,180
+5,992
412
$8.83M 0.04%
52,166
+2,115
413
$8.81M 0.04%
267,039
+18,405
414
$8.78M 0.04%
+1,210,951
415
$8.69M 0.04%
181,682
+30,712
416
$8.68M 0.04%
263,353
+3,397
417
$8.68M 0.04%
301,060
+7,869
418
$8.58M 0.04%
50,739
-7,198
419
$8.58M 0.04%
388,852
+109,913
420
$8.57M 0.04%
6,221
+198
421
$8.56M 0.04%
131,602
+21,850
422
$8.55M 0.04%
78,843
+4,187
423
$8.46M 0.04%
284,692
+54,257
424
$8.46M 0.04%
77,704
+4,509
425
$8.43M 0.04%
29,794
+101
15 16
17
18 19