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
1151
$1.32M 0.01%
60,081
-3,689
1152
$1.32M 0.01%
16,786
+11,913
1153
$1.32M 0.01%
4,394
-442
1154
$1.31M 0.01%
+46,576
1155
$1.31M 0.01%
54,767
-210
1156
$1.31M 0.01%
52,453
+711
1157
$1.31M 0.01%
25,294
+3,276
1158
$1.29M 0.01%
22,855
-13
1159
$1.29M 0.01%
8,477
+389
1160
$1.29M 0.01%
20,557
-14,330
1161
$1.28M 0.01%
87,318
+7,083
1162
$1.28M 0.01%
25,060
-125
1163
$1.28M 0.01%
34,080
+7,827
1164
$1.28M 0.01%
18,064
+8,326
1165
$1.27M 0.01%
20,391
+1,261
1166
$1.26M 0.01%
33,307
-1,802
1167
$1.26M 0.01%
87,109
1168
$1.25M 0.01%
21,022
+4,583
1169
$1.25M 0.01%
15,962
+691
1170
$1.25M 0.01%
94,073
+803
1171
$1.25M 0.01%
+24,761
1172
$1.25M 0.01%
+49,603
1173
$1.25M 0.01%
228,416
-89,800
1174
$1.24M 0.01%
39,725
+77
1175
$1.24M 0.01%
+54,700
45 46
47
48 49