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
1401
$795K ﹤0.01%
+49,785
1402
$792K ﹤0.01%
2,338
-115
1403
$791K ﹤0.01%
15,204
+1,609
1404
$790K ﹤0.01%
23,677
-65
1405
$789K ﹤0.01%
13,246
-177
1406
$787K ﹤0.01%
35,938
+1,826
1407
$786K ﹤0.01%
17,913
-169
1408
$783K ﹤0.01%
+15,795
1409
$782K ﹤0.01%
10,757
-1,396
1410
$777K ﹤0.01%
39,437
+705
1411
$774K ﹤0.01%
+20,154
1412
$773K ﹤0.01%
+14,565
1413
$773K ﹤0.01%
29,575
+14,126
1414
$771K ﹤0.01%
+22,281
1415
$770K ﹤0.01%
+3,996
1416
$770K ﹤0.01%
11,973
+630
1417
$767K ﹤0.01%
56,407
+62
1418
$766K ﹤0.01%
+19,276
1419
$764K ﹤0.01%
95,517
+6,611
1420
$762K ﹤0.01%
117,440
-1,475
1421
$761K ﹤0.01%
20,797
+2,006
1422
$761K ﹤0.01%
15,111
-368
1423
$760K ﹤0.01%
56,766
+4,060
1424
$760K ﹤0.01%
15,745
-41,360
1425
$759K ﹤0.01%
14,861
+2,427
55 56
57
58 59