Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $38.3B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$20.7B
AUM Growth
+$3.16B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,318
New
Increased
Reduced
Closed

Top Buys

1
+$140M
2
+$109M
3
+$92.5M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$68.9M
5
MBB icon
iShares MBS ETF
MBB
+$64.5M

Top Sells

1
+$66.1M
2
+$63.8M
3
+$33.5M
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$27.5M
5
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$27M

Sector Composition

1 Technology 10.85%
2 Healthcare 7.42%
3 Financials 7%
4 Industrials 5.47%
5 Consumer Discretionary 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$17.3M 0.08%
404,732
-16,471
227
$17M 0.08%
778,080
+12,321
228
$17M 0.08%
200,166
-4,618
229
$17M 0.08%
750,852
+17,483
230
$16.9M 0.08%
46,360
+2,264
231
$16.9M 0.08%
490,420
+78,695
232
$16.8M 0.08%
137,756
+2,549
233
$16.6M 0.08%
246,465
-946,547
234
$16.6M 0.08%
594,584
+568,788
235
$16.3M 0.08%
53,305
+1,461
236
$16.3M 0.08%
622,445
+60,110
237
$16.3M 0.08%
42,807
+3,392
238
$16.2M 0.08%
146,962
+9,636
239
$15.9M 0.08%
28,939
+1,304
240
$15.9M 0.08%
317,685
-670,254
241
$15.8M 0.08%
163,760
+35,259
242
$15.6M 0.08%
180,511
+9,101
243
$15.3M 0.07%
70,934
+4,487
244
$15.1M 0.07%
536,163
-112,632
245
$15.1M 0.07%
57,309
-14,885
246
$15M 0.07%
257,022
+31,087
247
$15M 0.07%
52,339
+12,122
248
$14.9M 0.07%
79,036
+5,464
249
$14.9M 0.07%
26,112
+7,433
250
$14.9M 0.07%
83,304
+4,879
8 9
10
11 12