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
551
$5.67M 0.02%
16,953
+479
552
$5.67M 0.02%
34,987
+2,895
553
$5.63M 0.02%
24,744
+7,525
554
$5.62M 0.02%
97,264
+91,483
555
$5.61M 0.02%
18,464
-3,623
556
$5.6M 0.02%
78,942
-8,592
557
$5.59M 0.02%
67,741
+9,778
558
$5.57M 0.02%
206,361
+26,211
559
$5.56M 0.02%
41,423
-1,116
560
$5.54M 0.02%
13,740
-1,527
561
$5.54M 0.02%
57,721
+13,135
562
$5.5M 0.02%
73,137
-14,947
563
$5.49M 0.02%
70,762
+3,182
564
$5.49M 0.02%
55,188
-593
565
$5.44M 0.02%
183,998
+44,633
566
$5.42M 0.02%
74,927
+2,168
567
$5.41M 0.02%
103,729
+22,769
568
$5.41M 0.02%
+102,023
569
$5.41M 0.02%
466,626
-15,923
570
$5.38M 0.02%
126,993
+952
571
$5.34M 0.02%
49,081
+5,106
572
$5.32M 0.02%
53,561
+1,475
573
$5.3M 0.02%
43,367
+1,453
574
$5.3M 0.02%
25,382
+351
575
$5.29M 0.02%
44,014
+3,495
21 22
23
24 25