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
1051
$1.61M 0.01%
+41,863
1052
$1.61M 0.01%
112,931
+7,580
1053
$1.6M 0.01%
36,777
+1,042
1054
$1.6M 0.01%
21,887
+10,398
1055
$1.59M 0.01%
73,366
+7,319
1056
$1.59M 0.01%
16,497
+458
1057
$1.58M 0.01%
10,265
-935
1058
$1.58M 0.01%
49,040
+16,394
1059
$1.58M 0.01%
5,837
+120
1060
$1.58M 0.01%
161,119
+4,597
1061
$1.57M 0.01%
11,772
+79
1062
$1.57M 0.01%
158,771
+3,172
1063
$1.57M 0.01%
93,952
+6,030
1064
$1.57M 0.01%
19,985
+2,464
1065
$1.57M 0.01%
52,289
+4,104
1066
$1.57M 0.01%
175,403
-54,793
1067
$1.56M 0.01%
53,859
+12,097
1068
$1.56M 0.01%
151,000
1069
$1.56M 0.01%
13,770
-616
1070
$1.55M 0.01%
21,858
-532
1071
$1.54M 0.01%
126,080
+4,814
1072
$1.54M 0.01%
2,461
+148
1073
$1.54M 0.01%
25,889
+3,203
1074
$1.54M 0.01%
+63,510
1075
$1.53M 0.01%
8,145
-278
41 42
43
44 45