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 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1326
$913K ﹤0.01%
69,233
+1,498
1327
$911K ﹤0.01%
12,102
-788
1328
$906K ﹤0.01%
7,638
-121
1329
$905K ﹤0.01%
92,905
+10,326
1330
$904K ﹤0.01%
6,506
+229
1331
$904K ﹤0.01%
41,794
+6,054
1332
$901K ﹤0.01%
36,036
+3,070
1333
$899K ﹤0.01%
14,230
-100
1334
$898K ﹤0.01%
83,400
+4,459
1335
$898K ﹤0.01%
5,250
+2,527
1336
$898K ﹤0.01%
18,480
+2,897
1337
$897K ﹤0.01%
6,521
+743
1338
$896K ﹤0.01%
7,224
-631
1339
$893K ﹤0.01%
16,994
+736
1340
$892K ﹤0.01%
4,620
+56
1341
$891K ﹤0.01%
21,160
+9,824
1342
$890K ﹤0.01%
11,098
+942
1343
$888K ﹤0.01%
18,865
-585
1344
$887K ﹤0.01%
17,507
-61,911
1345
$884K ﹤0.01%
+40,860
1346
$884K ﹤0.01%
9,261
-847
1347
$883K ﹤0.01%
+10,777
1348
$883K ﹤0.01%
76,479
+4,102
1349
$882K ﹤0.01%
29,786
+3,874
1350
$882K ﹤0.01%
11,414
-70
52 53
54
55 56