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
376
$8.23M 0.04%
92,766
+23,142
377
$8.22M 0.04%
69,496
-9,515
378
$8.22M 0.04%
+47,503
379
$8.18M 0.04%
496,289
+19,874
380
$8.17M 0.04%
292,078
-98,452
381
$8.16M 0.04%
88,310
+53,090
382
$8.14M 0.04%
114,542
-989
383
$8.14M 0.04%
57,513
+5,120
384
$8.13M 0.04%
151,136
-5,662
385
$8.13M 0.04%
161,763
+18,985
386
$8.07M 0.04%
2,855,358
+524,156
387
$8.04M 0.04%
353,076
+6,644
388
$7.99M 0.04%
7,007
+790
389
$7.98M 0.04%
50,316
+3,821
390
$7.98M 0.04%
29,250
+5,522
391
$7.97M 0.04%
88,404
+57,378
392
$7.96M 0.04%
306,040
-53,335
393
$7.91M 0.04%
36,733
-2,243
394
$7.91M 0.04%
83,265
+5,831
395
$7.91M 0.04%
89,524
+6,540
396
$7.87M 0.04%
75,328
-22,226
397
$7.86M 0.04%
275,470
+18,080
398
$7.83M 0.04%
37,624
+1,382
399
$7.83M 0.04%
108,355
-2,783
400
$7.74M 0.04%
31,617
+927
14 15
16
17 18