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
876
$2.35M 0.01%
25,868
-2,213
877
$2.34M 0.01%
9,693
-131
878
$2.34M 0.01%
78,420
+8,460
879
$2.33M 0.01%
41,935
-1,652
880
$2.32M 0.01%
1,278
+18
881
$2.32M 0.01%
27,043
+1,764
882
$2.31M 0.01%
91,035
+6,293
883
$2.31M 0.01%
4,530
+350
884
$2.3M 0.01%
57,819
+34
885
$2.28M 0.01%
30,583
+2,423
886
$2.27M 0.01%
28,057
+24,855
887
$2.27M 0.01%
44,230
-1,141
888
$2.26M 0.01%
153,062
+2,135
889
$2.25M 0.01%
18,732
-403
890
$2.24M 0.01%
7,549
+1,034
891
$2.24M 0.01%
20,120
+2,717
892
$2.24M 0.01%
15,911
-111
893
$2.24M 0.01%
54,913
+302
894
$2.23M 0.01%
60,033
-2,795
895
$2.23M 0.01%
26,903
-2,406
896
$2.23M 0.01%
64,838
-975
897
$2.22M 0.01%
17,831
+14,853
898
$2.21M 0.01%
13,162
+6,452
899
$2.21M 0.01%
10,563
-4,925
900
$2.21M 0.01%
88,502
+37,996
34 35
36
37 38