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
1176
$1.24M 0.01%
18,224
+3,281
1177
$1.24M 0.01%
69,454
+2,953
1178
$1.24M 0.01%
38,593
-4,970
1179
$1.23M 0.01%
14,004
+312
1180
$1.23M 0.01%
10,848
-1,870
1181
$1.23M 0.01%
31,596
+2,043
1182
$1.23M 0.01%
25,768
-1,186
1183
$1.23M 0.01%
56,781
-2,400
1184
$1.22M 0.01%
40,143
-46
1185
$1.22M 0.01%
11,722
+1,907
1186
$1.21M 0.01%
88,125
-2
1187
$1.21M 0.01%
54,726
-8,223
1188
$1.2M 0.01%
41,425
-5,805
1189
$1.2M 0.01%
75,184
-6,216
1190
$1.2M 0.01%
33,259
-15,010
1191
$1.2M 0.01%
14,172
+2
1192
$1.2M 0.01%
10,401
-26
1193
$1.2M 0.01%
22,317
-1,920
1194
$1.2M 0.01%
17,156
+306
1195
$1.19M 0.01%
15,458
-2,915
1196
$1.19M 0.01%
61,550
+428
1197
$1.19M 0.01%
28,376
+5,278
1198
$1.18M 0.01%
7,095
-161
1199
$1.17M 0.01%
18,439
+642
1200
$1.17M 0.01%
54,088
-2,058
46 47
48
49 50