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
926
$2.08M 0.01%
16,371
+13,392
927
$2.08M 0.01%
62,993
-666
928
$2.07M 0.01%
77,464
+21,426
929
$2.07M 0.01%
58,098
-690
930
$2.06M 0.01%
+65,860
931
$2.06M 0.01%
85,537
+374
932
$2.06M 0.01%
79,925
+473
933
$2.06M 0.01%
37,512
+6,150
934
$2.06M 0.01%
40,343
+2,694
935
$2.05M 0.01%
119,414
+1,582
936
$2.05M 0.01%
91,041
+63
937
$2.05M 0.01%
36,931
+209
938
$2.04M 0.01%
17,588
-8,255
939
$2.03M 0.01%
10,886
-707
940
$2.03M 0.01%
30,982
+3,819
941
$2.03M 0.01%
37,264
-237
942
$2.03M 0.01%
22,758
+330
943
$2.03M 0.01%
64,508
+13,643
944
$2.02M 0.01%
65,914
-66
945
$2.02M 0.01%
44,590
-377
946
$2.01M 0.01%
55,480
+19,066
947
$2M 0.01%
39,165
+8,721
948
$1.99M 0.01%
21,834
+2,337
949
$1.99M 0.01%
11,012
+263
950
$1.99M 0.01%
28,516
-2,935
36 37
38
39 40