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
1026
$1.68M 0.01%
36,737
+830
1027
$1.68M 0.01%
6,413
+136
1028
$1.68M 0.01%
34,502
+8,394
1029
$1.68M 0.01%
+39,390
1030
$1.67M 0.01%
22,771
+1,222
1031
$1.67M 0.01%
67,500
-1,287
1032
$1.67M 0.01%
19,634
+4,876
1033
$1.67M 0.01%
33,222
+3,023
1034
$1.67M 0.01%
9,284
-1,067
1035
$1.67M 0.01%
14,023
+601
1036
$1.66M 0.01%
66,295
+762
1037
$1.66M 0.01%
32,800
+21,013
1038
$1.66M 0.01%
151,045
+17,683
1039
$1.64M 0.01%
22,353
+5,119
1040
$1.63M 0.01%
50,206
-1,917
1041
$1.63M 0.01%
61,315
+11,458
1042
$1.62M 0.01%
77,178
-1,720
1043
$1.62M 0.01%
87,576
-288
1044
$1.62M 0.01%
53,097
-17,892
1045
$1.62M 0.01%
9,359
-6,564
1046
$1.61M 0.01%
+39,215
1047
$1.61M 0.01%
13,266
+909
1048
$1.61M 0.01%
8,107
-362
1049
$1.61M 0.01%
65,857
-3,890
1050
$1.61M 0.01%
17,003
-207
40 41
42
43 44