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
351
$9.03M 0.04%
42,750
+6,563
352
$9M 0.04%
258,524
-40,339
353
$8.99M 0.04%
530,228
+67,034
354
$8.95M 0.04%
30,842
+3,618
355
$8.95M 0.04%
+254,208
356
$8.93M 0.04%
105,150
-18,523
357
$8.87M 0.04%
147,673
-6,651
358
$8.83M 0.04%
471,237
+434,235
359
$8.78M 0.04%
31,486
+12,243
360
$8.74M 0.04%
242,694
+56,218
361
$8.68M 0.04%
186,312
+53,604
362
$8.65M 0.04%
94,325
+16,435
363
$8.58M 0.04%
136,883
-86,877
364
$8.52M 0.04%
67,463
+5,184
365
$8.51M 0.04%
173,720
+39,965
366
$8.5M 0.04%
159,729
-524
367
$8.49M 0.04%
122,510
+16,580
368
$8.39M 0.04%
385,782
+3,810
369
$8.39M 0.04%
69,272
-34,859
370
$8.38M 0.04%
154,795
-16,718
371
$8.35M 0.04%
174,774
+40,386
372
$8.33M 0.04%
165,394
+22,513
373
$8.28M 0.04%
53,951
-1,154
374
$8.25M 0.04%
86,487
-118,936
375
$8.25M 0.04%
637,998
+10,972
13 14
15
16 17