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 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2351
-4,275
2352
-5,605
2353
-13,200
2354
-58,282
2355
-4,247
2356
-5,074
2357
-5,545
2358
-2,583
2359
-5,662
2360
-6,000
2361
-9,022
2362
-22,223
2363
-36,599
2364
-5,011
2365
-2,521
2366
-196,164
2367
-7,462
2368
-9,410
2369
-2,232
2370
-4,838
2371
-2,826
2372
-10,626
2373
-9,169
2374
-68,429
2375
-4,724