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
951
$1.99M 0.01%
116,852
-111,321
952
$1.98M 0.01%
94,990
-22,356
953
$1.98M 0.01%
83,619
-864
954
$1.98M 0.01%
432,507
+2,138
955
$1.97M 0.01%
24,497
-83
956
$1.96M 0.01%
77,096
+2,179
957
$1.96M 0.01%
71,067
-439
958
$1.96M 0.01%
65,352
+9,720
959
$1.96M 0.01%
94,257
-1,447
960
$1.95M 0.01%
39,977
+8,414
961
$1.95M 0.01%
22,142
-2,097
962
$1.95M 0.01%
36,461
+2,019
963
$1.95M 0.01%
87,331
-273,531
964
$1.95M 0.01%
36,410
-13,216
965
$1.95M 0.01%
136,475
+40,378
966
$1.94M 0.01%
21,030
+2,887
967
$1.94M 0.01%
26,107
-4,075
968
$1.93M 0.01%
11,045
+321
969
$1.93M 0.01%
17,262
+2,519
970
$1.93M 0.01%
4,048
+30
971
$1.93M 0.01%
99,323
+41,983
972
$1.92M 0.01%
21,422
+5,822
973
$1.92M 0.01%
67,286
-167
974
$1.92M 0.01%
77,950
-3,819
975
$1.92M 0.01%
10,700
-103
37 38
39
40 41