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
1926
$319K ﹤0.01%
3,664
-100
1927
$318K ﹤0.01%
15,326
+2,393
1928
$317K ﹤0.01%
3,636
+25
1929
$317K ﹤0.01%
11,171
+380
1930
$315K ﹤0.01%
4,632
-3,202
1931
$315K ﹤0.01%
23,498
-153
1932
$314K ﹤0.01%
5,143
+800
1933
$313K ﹤0.01%
4,326
-27
1934
$313K ﹤0.01%
7,706
+933
1935
$312K ﹤0.01%
8,032
+944
1936
$312K ﹤0.01%
+11,188
1937
$312K ﹤0.01%
38,785
+11,685
1938
$311K ﹤0.01%
7,606
+237
1939
$311K ﹤0.01%
17,898
-79
1940
$308K ﹤0.01%
6,406
-42
1941
$307K ﹤0.01%
17,369
-329
1942
$307K ﹤0.01%
7,502
+992
1943
$307K ﹤0.01%
7,199
+984
1944
$306K ﹤0.01%
12,709
+513
1945
$305K ﹤0.01%
+6,183
1946
$305K ﹤0.01%
1,310
-15
1947
$304K ﹤0.01%
4,211
+834
1948
$304K ﹤0.01%
8,905
-623
1949
$304K ﹤0.01%
23,408
-1,467
1950
$302K ﹤0.01%
+6,379
76 77
78
79 80