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
1351
$876K ﹤0.01%
9,932
-71
1352
$876K ﹤0.01%
59,735
-20,146
1353
$873K ﹤0.01%
77,390
+11,551
1354
$871K ﹤0.01%
6,160
+2,335
1355
$869K ﹤0.01%
39,000
+1,500
1356
$867K ﹤0.01%
10,602
+271
1357
$867K ﹤0.01%
23,500
-524
1358
$863K ﹤0.01%
13,647
+214
1359
$858K ﹤0.01%
12,312
-639
1360
$856K ﹤0.01%
27,563
1361
$856K ﹤0.01%
82,715
+6,475
1362
$853K ﹤0.01%
7,044
+564
1363
$852K ﹤0.01%
+42,075
1364
$851K ﹤0.01%
+37,447
1365
$850K ﹤0.01%
81,425
-152,201
1366
$848K ﹤0.01%
13,708
+20
1367
$846K ﹤0.01%
29,325
-3,263
1368
$846K ﹤0.01%
61,795
+2,758
1369
$845K ﹤0.01%
25,770
-5,130
1370
$843K ﹤0.01%
20,918
+13,462
1371
$842K ﹤0.01%
12,672
-111
1372
$839K ﹤0.01%
22,932
+4,233
1373
$839K ﹤0.01%
3,735
-755
1374
$834K ﹤0.01%
74,742
+4,988
1375
$832K ﹤0.01%
51,470
-6,003
53 54
55
56 57