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
1776
$415K ﹤0.01%
8,281
-119
1777
$414K ﹤0.01%
10,567
-1,742
1778
$413K ﹤0.01%
12,653
+4,108
1779
$411K ﹤0.01%
1,747
1780
$410K ﹤0.01%
+8,297
1781
$409K ﹤0.01%
+10,326
1782
$409K ﹤0.01%
14,470
+6,405
1783
$409K ﹤0.01%
16,670
+2,955
1784
$408K ﹤0.01%
23,203
-5
1785
$408K ﹤0.01%
24,801
+1,882
1786
$407K ﹤0.01%
25,399
-383
1787
$407K ﹤0.01%
2,421
+468
1788
$407K ﹤0.01%
15,130
-4,000
1789
$405K ﹤0.01%
41,286
-50
1790
$405K ﹤0.01%
16,184
-1,496
1791
$405K ﹤0.01%
5,364
-5,366
1792
$403K ﹤0.01%
19,273
+7,602
1793
$402K ﹤0.01%
13,541
+4,434
1794
$402K ﹤0.01%
67,842
-2,751
1795
$402K ﹤0.01%
+22,852
1796
$401K ﹤0.01%
3,904
+541
1797
$400K ﹤0.01%
15,908
+350
1798
$400K ﹤0.01%
8,404
+1,226
1799
$398K ﹤0.01%
2,319
+564
1800
$397K ﹤0.01%
27,650
+2,000
70 71
72
73 74