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
976
$1.92M 0.01%
117,162
-13,710
977
$1.9M 0.01%
68,450
-16,245
978
$1.9M 0.01%
8,202
-907
979
$1.88M 0.01%
31,328
+3,775
980
$1.88M 0.01%
69,258
+4,323
981
$1.88M 0.01%
35,052
+2,955
982
$1.87M 0.01%
52,969
+5,218
983
$1.87M 0.01%
32,129
-324
984
$1.86M 0.01%
51,099
+1,446
985
$1.86M 0.01%
28,840
+7,438
986
$1.85M 0.01%
12,991
-718
987
$1.84M 0.01%
59,730
-1,609
988
$1.84M 0.01%
53,633
+21,036
989
$1.84M 0.01%
525,481
+284,719
990
$1.84M 0.01%
35,756
-10,543
991
$1.84M 0.01%
10,369
+909
992
$1.83M 0.01%
25,088
-21,862
993
$1.83M 0.01%
53,232
-1,050
994
$1.83M 0.01%
15,356
-253
995
$1.83M 0.01%
86,128
+19,057
996
$1.83M 0.01%
17,662
-1,418
997
$1.82M 0.01%
20,854
-1,471
998
$1.81M 0.01%
130,079
+3,531
999
$1.81M 0.01%
21,827
-3,015
1000
$1.81M 0.01%
13,070
+3,836
38 39
40
41 42