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
1676
$485K ﹤0.01%
10,635
+813
1677
$485K ﹤0.01%
8,011
+372
1678
$484K ﹤0.01%
9,090
+217
1679
$484K ﹤0.01%
22,716
-3,669
1680
$483K ﹤0.01%
14,091
-2,165
1681
$482K ﹤0.01%
5,811
+932
1682
$482K ﹤0.01%
4,074
+207
1683
$481K ﹤0.01%
8,320
-9,509
1684
$479K ﹤0.01%
13,084
+8,225
1685
$479K ﹤0.01%
26,000
+2,500
1686
$479K ﹤0.01%
8,020
-625
1687
$478K ﹤0.01%
2,770
+135
1688
$478K ﹤0.01%
6,656
-892
1689
$478K ﹤0.01%
11,250
-32
1690
$477K ﹤0.01%
13,750
1691
$477K ﹤0.01%
+12,496
1692
$475K ﹤0.01%
9,160
-94
1693
$474K ﹤0.01%
12,133
-2,357
1694
$474K ﹤0.01%
7,113
+301
1695
$474K ﹤0.01%
6,888
-288
1696
$472K ﹤0.01%
2,991
+878
1697
$472K ﹤0.01%
13,000
+3,000
1698
$472K ﹤0.01%
29,790
+850
1699
$471K ﹤0.01%
9,968
+805
1700
$470K ﹤0.01%
10,756
+34
66 67
68
69 70