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
1376
$828K ﹤0.01%
9,511
+1,638
1377
$822K ﹤0.01%
51,400
+6,283
1378
$821K ﹤0.01%
58,111
+13,033
1379
$817K ﹤0.01%
16,243
+617
1380
$817K ﹤0.01%
53,700
-1,363
1381
$815K ﹤0.01%
6,330
-208
1382
$814K ﹤0.01%
8,179
+354
1383
$813K ﹤0.01%
50,050
1384
$812K ﹤0.01%
85,753
+13,506
1385
$811K ﹤0.01%
26,447
+7,573
1386
$810K ﹤0.01%
96,529
-6,258
1387
$807K ﹤0.01%
17,408
-441
1388
$807K ﹤0.01%
+22,112
1389
$806K ﹤0.01%
15,230
-749
1390
$805K ﹤0.01%
2,544
-3,966
1391
$804K ﹤0.01%
+34,188
1392
$803K ﹤0.01%
19,536
-53
1393
$803K ﹤0.01%
4,055
+369
1394
$802K ﹤0.01%
9,529
+422
1395
$800K ﹤0.01%
104,397
+9,205
1396
$800K ﹤0.01%
15,542
+5,687
1397
$798K ﹤0.01%
30,065
+2,871
1398
$798K ﹤0.01%
10,196
-20,174
1399
$796K ﹤0.01%
5,669
+265
1400
$795K ﹤0.01%
+59,700
54 55
56
57 58