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
901
$2.2M 0.01%
132,667
+4,920
902
$2.19M 0.01%
40,833
-869
903
$2.19M 0.01%
74,002
-159,825
904
$2.19M 0.01%
18,472
-916
905
$2.19M 0.01%
123,005
-79,209
906
$2.18M 0.01%
49,246
+6,865
907
$2.18M 0.01%
12,262
+692
908
$2.18M 0.01%
+54,578
909
$2.17M 0.01%
55,740
-13,807
910
$2.17M 0.01%
56,892
+2,316
911
$2.17M 0.01%
38,779
-1,505
912
$2.16M 0.01%
14,555
+2,243
913
$2.16M 0.01%
87,445
+3,951
914
$2.16M 0.01%
6,906
+856
915
$2.16M 0.01%
65,995
-1,478
916
$2.16M 0.01%
49,498
+2,618
917
$2.15M 0.01%
12,657
+1,704
918
$2.15M 0.01%
12,840
-23,627
919
$2.14M 0.01%
95,894
+26,510
920
$2.13M 0.01%
15,309
+406
921
$2.12M 0.01%
96,727
+6,946
922
$2.12M 0.01%
107,223
+19,239
923
$2.11M 0.01%
42,705
-8,997
924
$2.1M 0.01%
54,068
+1,421
925
$2.1M 0.01%
42,990
+879
35 36
37
38 39