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
2251
$95K ﹤0.01%
26,050
-1,000
2252
$91K ﹤0.01%
+10,160
2253
$91K ﹤0.01%
4,364
-2,149
2254
$90K ﹤0.01%
+11,720
2255
$85K ﹤0.01%
+13,573
2256
$84K ﹤0.01%
7,000
+2,500
2257
$83K ﹤0.01%
10,051
-202
2258
$83K ﹤0.01%
14,547
+1,224
2259
$82K ﹤0.01%
+10,474
2260
$80K ﹤0.01%
+11,383
2261
$79K ﹤0.01%
+2,150
2262
$76K ﹤0.01%
+13,150
2263
$75K ﹤0.01%
31,515
2264
$75K ﹤0.01%
10,650
2265
$72K ﹤0.01%
+21,125
2266
$69K ﹤0.01%
11,800
-13,308
2267
$68K ﹤0.01%
+11,000
2268
$68K ﹤0.01%
+11,200
2269
$62K ﹤0.01%
12,700
-2,000
2270
$62K ﹤0.01%
1,748
-802
2271
$62K ﹤0.01%
667
2272
$59K ﹤0.01%
21,294
+6,056
2273
$54K ﹤0.01%
11,000
2274
$51K ﹤0.01%
20,931
-1,069
2275
$49K ﹤0.01%
1,400
89 90
91
92 93