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
251
$14.9M 0.07%
119,419
+52,323
252
$14.6M 0.07%
72,374
+4,098
253
$14.5M 0.07%
402,913
-24,263
254
$14.4M 0.07%
311,508
+24,044
255
$14.3M 0.07%
585,180
+69,358
256
$14.3M 0.07%
446,506
-1,190
257
$14.3M 0.07%
302,992
+80,140
258
$14.3M 0.07%
94,092
+527
259
$14.2M 0.07%
73,141
+4,779
260
$14.2M 0.07%
512,150
+52,300
261
$14.1M 0.07%
80,251
+352
262
$13.9M 0.07%
59,383
+3,878
263
$13.8M 0.07%
68,554
+7,152
264
$13.7M 0.07%
227,004
+10,721
265
$13.6M 0.07%
27,945
+4,537
266
$13.6M 0.07%
35,321
+1,229
267
$13.6M 0.07%
113,331
+4,963
268
$13.4M 0.06%
456,071
-66,846
269
$13.4M 0.06%
290,746
-45,624
270
$13.3M 0.06%
970,206
-86,253
271
$13.2M 0.06%
38
272
$13.1M 0.06%
187,539
+11,494
273
$13M 0.06%
175,660
-1,441
274
$13M 0.06%
108,656
+3,899
275
$12.9M 0.06%
79,640
+6,879
9 10
11
12 13