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
1101
$1.45M 0.01%
63,818
+1,918
1102
$1.45M 0.01%
7,090
-1,239
1103
$1.44M 0.01%
54,339
+2,141
1104
$1.44M 0.01%
18,475
+1,060
1105
$1.44M 0.01%
32,596
+4,550
1106
$1.44M 0.01%
32,635
+6,463
1107
$1.44M 0.01%
37,864
-2,946
1108
$1.44M 0.01%
39,146
-30,410
1109
$1.43M 0.01%
25,948
+259
1110
$1.43M 0.01%
32,602
-200
1111
$1.43M 0.01%
26,079
+1,345
1112
$1.42M 0.01%
31,444
-40,157
1113
$1.42M 0.01%
26,497
-952
1114
$1.42M 0.01%
114,905
-50,306
1115
$1.41M 0.01%
215,187
-250
1116
$1.41M 0.01%
35,920
-2,183
1117
$1.41M 0.01%
86,017
-57,448
1118
$1.4M 0.01%
69,413
-58,578
1119
$1.4M 0.01%
+66,357
1120
$1.4M 0.01%
8,939
+771
1121
$1.4M 0.01%
12,413
+557
1122
$1.4M 0.01%
28,946
-4,307
1123
$1.39M 0.01%
31,874
-2,333
1124
$1.39M 0.01%
36,468
-1,604
1125
$1.39M 0.01%
29,936
-142
43 44
45
46 47