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
526
$6.39M 0.03%
45,832
+4,575
527
$6.32M 0.03%
5,285
-47
528
$6.29M 0.03%
66,140
-13,572
529
$6.28M 0.03%
78,045
+1,989
530
$6.25M 0.03%
101,119
-3,179
531
$6.24M 0.03%
109,918
+19,542
532
$6.24M 0.03%
143,621
+27,433
533
$6.23M 0.03%
43,146
+3,216
534
$6.23M 0.03%
185,995
-100,171
535
$6.2M 0.03%
14,744
+1,200
536
$6.18M 0.03%
269,476
+19,173
537
$6.08M 0.03%
299,012
+110,193
538
$6.08M 0.03%
115,493
+72,545
539
$6.06M 0.03%
49,352
+20
540
$6.02M 0.03%
73,573
+4,035
541
$6.01M 0.03%
77,705
+7,501
542
$6.01M 0.03%
118,202
-10,006
543
$6.01M 0.03%
256,162
-5,108
544
$5.98M 0.03%
103,021
-8,801
545
$5.94M 0.03%
225,937
+21,315
546
$5.88M 0.03%
258,130
+56
547
$5.87M 0.03%
66,210
+12,498
548
$5.84M 0.03%
374,536
+11,516
549
$5.81M 0.02%
130,371
+6,893
550
$5.7M 0.02%
13,942
+3,253
20 21
22
23 24