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
1601
$547K ﹤0.01%
9,829
+218
1602
$546K ﹤0.01%
6,761
+1,322
1603
$545K ﹤0.01%
12,280
+1,280
1604
$545K ﹤0.01%
5,856
+4,034
1605
$542K ﹤0.01%
6,291
-6,235
1606
$542K ﹤0.01%
18,631
+5,715
1607
$541K ﹤0.01%
19,656
-431
1608
$541K ﹤0.01%
8,848
+2,255
1609
$541K ﹤0.01%
30,042
+2,317
1610
$541K ﹤0.01%
8,264
-554
1611
$540K ﹤0.01%
15,255
+855
1612
$540K ﹤0.01%
53,268
+4,874
1613
$539K ﹤0.01%
3,220
-7
1614
$538K ﹤0.01%
4,786
+442
1615
$537K ﹤0.01%
27,293
+71
1616
$535K ﹤0.01%
5,612
-912
1617
$535K ﹤0.01%
9,106
+394
1618
$534K ﹤0.01%
21,871
+3,312
1619
$533K ﹤0.01%
31,355
-732
1620
$533K ﹤0.01%
4,942
+233
1621
$533K ﹤0.01%
44,557
-5,714
1622
$532K ﹤0.01%
21,279
-1,890
1623
$532K ﹤0.01%
63,761
1624
$531K ﹤0.01%
10,263
-19,406
1625
$531K ﹤0.01%
10,715
+562
63 64
65
66 67