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
2151
$207K ﹤0.01%
+9,435
2152
$206K ﹤0.01%
8,000
-1,200
2153
$205K ﹤0.01%
4,260
2154
$205K ﹤0.01%
3,260
-203
2155
$205K ﹤0.01%
+5,344
2156
$204K ﹤0.01%
4,062
-1,034
2157
$204K ﹤0.01%
+2,387
2158
$204K ﹤0.01%
1,166
-1
2159
$204K ﹤0.01%
3,175
2160
$204K ﹤0.01%
5,204
-4,355
2161
$203K ﹤0.01%
4,198
-904
2162
$203K ﹤0.01%
+1,591
2163
$203K ﹤0.01%
29,248
+1,112
2164
$202K ﹤0.01%
2,572
-417
2165
$201K ﹤0.01%
+1,274
2166
$201K ﹤0.01%
+2,044
2167
$198K ﹤0.01%
+20,320
2168
$197K ﹤0.01%
+12,046
2169
$197K ﹤0.01%
20,101
-1,360
2170
$191K ﹤0.01%
17,593
-5,572
2171
$190K ﹤0.01%
23,718
+12,909
2172
$188K ﹤0.01%
11,458
+8
2173
$188K ﹤0.01%
11,170
-1,010
2174
$188K ﹤0.01%
46,362
+2,010
2175
$187K ﹤0.01%
15,378
+1,500
85 86
87
88 89