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
826
$2.61M 0.01%
279,440
+20,775
827
$2.61M 0.01%
123,359
+5,344
828
$2.61M 0.01%
19,723
+3,334
829
$2.61M 0.01%
29,624
+495
830
$2.6M 0.01%
498,846
-43
831
$2.6M 0.01%
3,847
+3,164
832
$2.6M 0.01%
46,165
-305
833
$2.59M 0.01%
48,806
-2,047
834
$2.59M 0.01%
47,111
+24,769
835
$2.59M 0.01%
24,096
-2,675
836
$2.58M 0.01%
23,335
-77
837
$2.56M 0.01%
+57,219
838
$2.56M 0.01%
74,925
-48
839
$2.56M 0.01%
45,190
840
$2.55M 0.01%
55,094
+1,944
841
$2.54M 0.01%
356,550
+151,665
842
$2.54M 0.01%
45,940
-1,745
843
$2.51M 0.01%
117,902
+9,340
844
$2.51M 0.01%
14,366
+627
845
$2.51M 0.01%
19,322
+12,910
846
$2.51M 0.01%
24,512
+1,907
847
$2.5M 0.01%
35,326
+2,752
848
$2.5M 0.01%
108,204
+702
849
$2.5M 0.01%
46,192
+12,170
850
$2.49M 0.01%
117,172
+2,368
32 33
34
35 36