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
276
$12.9M 0.06%
253,197
-2,353
277
$12.9M 0.06%
25,186
+2,005
278
$12.9M 0.06%
49,553
-1,198
279
$12.8M 0.06%
54,275
-62,173
280
$12.6M 0.06%
186,893
+13,678
281
$12.6M 0.06%
270,696
-14,916
282
$12.5M 0.06%
38,162
+4,192
283
$12.5M 0.06%
88,088
+4,617
284
$12.5M 0.06%
157,028
+19,009
285
$12.4M 0.06%
151,874
+5,193
286
$12.3M 0.06%
102,901
-68,240
287
$12.3M 0.06%
414,495
+30,575
288
$12.3M 0.06%
17,213
+1,511
289
$12.3M 0.06%
548,286
+30,235
290
$12.2M 0.06%
189,060
-32,570
291
$12.1M 0.06%
27,107
+852
292
$12M 0.06%
242,224
+21,951
293
$11.8M 0.06%
54,201
+4,417
294
$11.7M 0.06%
201,516
-23,109
295
$11.7M 0.06%
56,429
+7,728
296
$11.7M 0.06%
322,849
-3,836
297
$11.5M 0.06%
101,660
-5,200
298
$11.4M 0.06%
568,673
+11,289
299
$11.4M 0.06%
319,379
+111,528
300
$11.4M 0.06%
349,330
-28,775
10 11
12
13 14