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
801
$2.81M 0.01%
295,325
+11,850
802
$2.81M 0.01%
138,551
+8,123
803
$2.8M 0.01%
22,630
+4,740
804
$2.78M 0.01%
45,677
+2,193
805
$2.77M 0.01%
64,214
-1,214
806
$2.77M 0.01%
35,793
+1,641
807
$2.76M 0.01%
51,645
+3,138
808
$2.75M 0.01%
+21,797
809
$2.75M 0.01%
65,596
+4,805
810
$2.75M 0.01%
15,863
-211
811
$2.73M 0.01%
174,426
+4,542
812
$2.73M 0.01%
10,297
+3,251
813
$2.71M 0.01%
14,615
-1,074
814
$2.69M 0.01%
43,676
+1,785
815
$2.68M 0.01%
72,943
+2,736
816
$2.68M 0.01%
55,133
-1,315
817
$2.66M 0.01%
26,001
+17,594
818
$2.66M 0.01%
135,216
+47,751
819
$2.65M 0.01%
231,258
-174,478
820
$2.65M 0.01%
27,410
+11,191
821
$2.65M 0.01%
40,060
+3,427
822
$2.63M 0.01%
97,017
-62,371
823
$2.63M 0.01%
17,356
+11,938
824
$2.62M 0.01%
20,807
+5,348
825
$2.61M 0.01%
187,034
+1,735
31 32
33
34 35