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
476
$7.32M 0.03%
56,311
-4,033
477
$7.3M 0.03%
125,811
+15,190
478
$7.28M 0.03%
354,909
+202,503
479
$7.28M 0.03%
137,316
+23,738
480
$7.25M 0.03%
70,590
+1,462
481
$7.25M 0.03%
163,935
-6,910
482
$7.23M 0.03%
118,947
+10,376
483
$7.21M 0.03%
27,614
+835
484
$7.21M 0.03%
3,036
+178
485
$7.17M 0.03%
100,289
+13,369
486
$7.17M 0.03%
9,849
+634
487
$7.15M 0.03%
97,604
+2,743
488
$7.1M 0.03%
101,530
+6,819
489
$7.09M 0.03%
163,448
+3,734
490
$7.08M 0.03%
266,400
-11,847
491
$7.05M 0.03%
34,076
+1,926
492
$7.01M 0.03%
143,319
+6,272
493
$7M 0.03%
63,381
-2,525
494
$6.97M 0.03%
114,093
-9,451
495
$6.95M 0.03%
171,545
+26,540
496
$6.92M 0.03%
24,715
+13,754
497
$6.89M 0.03%
86,334
+7,770
498
$6.87M 0.03%
320,401
+38,935
499
$6.86M 0.03%
88,655
+22,551
500
$6.86M 0.03%
17,832
-3,075
18 19
20
21 22