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
2051
$253K ﹤0.01%
3,546
+91
2052
$251K ﹤0.01%
1,077
-104
2053
$251K ﹤0.01%
14,658
-16,460
2054
$250K ﹤0.01%
3,466
-548
2055
$250K ﹤0.01%
+1,681
2056
$250K ﹤0.01%
+3,206
2057
$249K ﹤0.01%
7,697
+432
2058
$247K ﹤0.01%
68,136
+6,016
2059
$246K ﹤0.01%
8,919
-856
2060
$246K ﹤0.01%
+877
2061
$245K ﹤0.01%
18,373
-5,215
2062
$245K ﹤0.01%
6,640
+792
2063
$245K ﹤0.01%
7,980
-1,543
2064
$243K ﹤0.01%
+19,548
2065
$242K ﹤0.01%
+1,396
2066
$242K ﹤0.01%
6,727
-189
2067
$241K ﹤0.01%
+8,167
2068
$241K ﹤0.01%
+4,305
2069
$241K ﹤0.01%
59,187
+1,219
2070
$241K ﹤0.01%
+849
2071
$240K ﹤0.01%
69,295
+21,891
2072
$240K ﹤0.01%
6,225
-12,018
2073
$239K ﹤0.01%
11,531
+1,664
2074
$239K ﹤0.01%
5,099
2075
$239K ﹤0.01%
10,921
-30
81 82
83
84 85