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
1901
$333K ﹤0.01%
18,059
+4,378
1902
$332K ﹤0.01%
+15,659
1903
$332K ﹤0.01%
4,832
+2,065
1904
$332K ﹤0.01%
15,405
+1,910
1905
$329K ﹤0.01%
13,916
+1,165
1906
$328K ﹤0.01%
+1,651
1907
$328K ﹤0.01%
2,742
-78
1908
$327K ﹤0.01%
41,675
-74
1909
$327K ﹤0.01%
10,300
1910
$327K ﹤0.01%
7,596
1911
$327K ﹤0.01%
13,464
-5,175
1912
$327K ﹤0.01%
9,315
+1,389
1913
$326K ﹤0.01%
14,022
-3,296
1914
$326K ﹤0.01%
3,604
+90
1915
$325K ﹤0.01%
171,025
+27,951
1916
$325K ﹤0.01%
7,663
+2,941
1917
$325K ﹤0.01%
+11,835
1918
$325K ﹤0.01%
16,084
-852
1919
$324K ﹤0.01%
6,652
-355
1920
$324K ﹤0.01%
+2,069
1921
$323K ﹤0.01%
13,105
1922
$323K ﹤0.01%
5,018
+263
1923
$323K ﹤0.01%
12,710
-3,262
1924
$322K ﹤0.01%
5,832
+557
1925
$322K ﹤0.01%
19,175
-34,666
75 76
77
78 79