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
1276
$1M ﹤0.01%
30,376
+4,904
1277
$998K ﹤0.01%
12,785
-7,358
1278
$996K ﹤0.01%
30,796
+22,670
1279
$993K ﹤0.01%
74,563
+9,553
1280
$993K ﹤0.01%
27,740
+2
1281
$990K ﹤0.01%
33,868
-10,179
1282
$990K ﹤0.01%
36,756
+2,674
1283
$989K ﹤0.01%
53,073
+2,923
1284
$989K ﹤0.01%
11,111
+1,527
1285
$989K ﹤0.01%
3,313
-399
1286
$988K ﹤0.01%
12,049
+917
1287
$987K ﹤0.01%
31,623
-3,717
1288
$986K ﹤0.01%
41,710
-1,732
1289
$986K ﹤0.01%
66,820
+5,201
1290
$982K ﹤0.01%
30,987
+1,786
1291
$982K ﹤0.01%
38,501
-3,299
1292
$979K ﹤0.01%
12,197
-306
1293
$978K ﹤0.01%
19,196
-29,082
1294
$977K ﹤0.01%
32,585
+339
1295
$976K ﹤0.01%
46,083
-8,504
1296
$973K ﹤0.01%
9,739
+913
1297
$973K ﹤0.01%
18,191
+70
1298
$972K ﹤0.01%
+30,763
1299
$965K ﹤0.01%
16,536
+8,048
1300
$965K ﹤0.01%
121,527
+42