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
2351
-4,284
2352
-8,174
2353
-1,835
2354
-11,070
2355
-11,623
2356
-5,011
2357
-2,521
2358
-196,164
2359
-7,462
2360
-9,410
2361
-2,232
2362
-27,435
2363
-271
2364
-12,192
2365
-13,020
2366
-6,938
2367
-4,176
2368
-14,225
2369
-4,838
2370
-2,826
2371
-10,626
2372
-9,169
2373
-68,429
2374
-11,257
2375
-4,724