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
1876
$350K ﹤0.01%
5,439
-444
1877
$350K ﹤0.01%
1,847
1878
$350K ﹤0.01%
6,825
1879
$350K ﹤0.01%
18,317
+7,700
1880
$349K ﹤0.01%
2,029
+105
1881
$346K ﹤0.01%
17,551
+1,500
1882
$345K ﹤0.01%
7,331
+2,135
1883
$343K ﹤0.01%
11,458
+1,650
1884
$343K ﹤0.01%
5,819
+163
1885
$342K ﹤0.01%
4,494
+344
1886
$342K ﹤0.01%
5,546
-2,604
1887
$342K ﹤0.01%
40,125
-9,739
1888
$340K ﹤0.01%
14,800
+4,650
1889
$339K ﹤0.01%
+8,255
1890
$339K ﹤0.01%
23,043
+1,000
1891
$339K ﹤0.01%
+1,123
1892
$339K ﹤0.01%
13,846
+735
1893
$338K ﹤0.01%
16,000
1894
$338K ﹤0.01%
4,214
+41
1895
$337K ﹤0.01%
12,804
+944
1896
$337K ﹤0.01%
26,155
-40,437
1897
$336K ﹤0.01%
+25,743
1898
$335K ﹤0.01%
41,350
+853
1899
$334K ﹤0.01%
32,145
-2,568
1900
$333K ﹤0.01%
12,400
-10,200
74 75
76
77 78