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
2026
$263K ﹤0.01%
1,375
-8
2027
$263K ﹤0.01%
+8,887
2028
$262K ﹤0.01%
10,603
-39
2029
$262K ﹤0.01%
7,710
+589
2030
$261K ﹤0.01%
14,514
2031
$261K ﹤0.01%
5,705
-4,757
2032
$261K ﹤0.01%
3,965
+200
2033
$261K ﹤0.01%
4,899
2034
$260K ﹤0.01%
8,814
+2,182
2035
$259K ﹤0.01%
5,020
-3,514
2036
$259K ﹤0.01%
15,150
+1,500
2037
$258K ﹤0.01%
6,346
-200
2038
$258K ﹤0.01%
19,917
-1,617
2039
$258K ﹤0.01%
19,923
-11,039
2040
$257K ﹤0.01%
3,155
+40
2041
$257K ﹤0.01%
5,505
+188
2042
$257K ﹤0.01%
2,776
-1,558
2043
$257K ﹤0.01%
9,907
-16,050
2044
$256K ﹤0.01%
+5,528
2045
$255K ﹤0.01%
2,759
+100
2046
$255K ﹤0.01%
6,634
+47
2047
$255K ﹤0.01%
+3,099
2048
$254K ﹤0.01%
29,416
-1,244
2049
$254K ﹤0.01%
4,746
2050
$253K ﹤0.01%
8,952
-433
80 81
82
83 84