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
1226
$1.14M ﹤0.01%
28,961
+1,263
1227
$1.13M ﹤0.01%
4,996
+2,312
1228
$1.13M ﹤0.01%
33,510
+6,218
1229
$1.12M ﹤0.01%
9,891
+186
1230
$1.11M ﹤0.01%
5,931
+104
1231
$1.1M ﹤0.01%
77,300
+3,200
1232
$1.1M ﹤0.01%
10,931
-62
1233
$1.1M ﹤0.01%
63,282
-378
1234
$1.09M ﹤0.01%
16,136
+69
1235
$1.08M ﹤0.01%
27,887
-1,755
1236
$1.08M ﹤0.01%
121,881
+8,243
1237
$1.08M ﹤0.01%
24,159
+1,816
1238
$1.08M ﹤0.01%
14,948
+248
1239
$1.08M ﹤0.01%
67,499
+6,699
1240
$1.07M ﹤0.01%
30,544
+4,992
1241
$1.07M ﹤0.01%
64,373
+7,388
1242
$1.07M ﹤0.01%
21,276
+5,021
1243
$1.07M ﹤0.01%
21,960
+9,986
1244
$1.06M ﹤0.01%
52,641
+1,028
1245
$1.06M ﹤0.01%
+35,309
1246
$1.06M ﹤0.01%
11,075
-3,457
1247
$1.05M ﹤0.01%
92,863
+1,653
1248
$1.05M ﹤0.01%
19,159
+8,805
1249
$1.05M ﹤0.01%
11,698
+7,467
1250
$1.05M ﹤0.01%
81,026
+11,533
48 49
50
51 52