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
1576
$570K ﹤0.01%
3,974
-224
1577
$568K ﹤0.01%
5,051
+2,611
1578
$567K ﹤0.01%
4,791
-256
1579
$567K ﹤0.01%
17,258
+191
1580
$563K ﹤0.01%
10,844
-2,350
1581
$563K ﹤0.01%
14,177
+2,246
1582
$563K ﹤0.01%
36,090
-18,366
1583
$561K ﹤0.01%
4,699
-396
1584
$559K ﹤0.01%
16,025
-12,865
1585
$559K ﹤0.01%
838
+492
1586
$558K ﹤0.01%
7,749
+878
1587
$558K ﹤0.01%
12,678
-1,000
1588
$556K ﹤0.01%
20,829
+1,237
1589
$555K ﹤0.01%
18,304
+780
1590
$552K ﹤0.01%
3,673
+161
1591
$552K ﹤0.01%
13,249
-90
1592
$551K ﹤0.01%
4,406
+959
1593
$551K ﹤0.01%
94,180
-4,200
1594
$551K ﹤0.01%
35,140
+1,022
1595
$550K ﹤0.01%
8,330
+516
1596
$550K ﹤0.01%
23,353
-4,329
1597
$550K ﹤0.01%
17,505
+999
1598
$550K ﹤0.01%
10,838
-193
1599
$549K ﹤0.01%
+5,473
1600
$547K ﹤0.01%
6,309
+336
62 63
64
65 66