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
426
$7.09M 0.03%
334,076
+3,763
427
$7.06M 0.03%
21,227
+2,689
428
$7.05M 0.03%
145,104
+3,365
429
$7.05M 0.03%
84,663
-2,599
430
$7M 0.03%
81,951
-1,918
431
$7M 0.03%
101,523
+3,191
432
$6.99M 0.03%
145,281
-3,693
433
$6.94M 0.03%
95,210
+1,751
434
$6.93M 0.03%
326,733
+114,913
435
$6.92M 0.03%
59,469
+3,560
436
$6.91M 0.03%
12,973
+1,121
437
$6.9M 0.03%
108,344
+31,368
438
$6.89M 0.03%
559,187
+7,833
439
$6.89M 0.03%
67,139
+1,847
440
$6.88M 0.03%
99,474
+38,209
441
$6.88M 0.03%
33,716
+6,468
442
$6.84M 0.03%
15,878
+1,355
443
$6.84M 0.03%
52,652
-964
444
$6.84M 0.03%
55,701
-1,575
445
$6.8M 0.03%
276,829
+3,814
446
$6.8M 0.03%
21,183
+1,500
447
$6.79M 0.03%
97,737
-43,395
448
$6.78M 0.03%
247,709
+18,496
449
$6.74M 0.03%
74,208
+22,832
450
$6.72M 0.03%
246,760
+17,798
16 17
18
19 20