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
451
$6.7M 0.03%
3,007
-362
452
$6.69M 0.03%
40,262
+28,666
453
$6.65M 0.03%
27,145
+1,043
454
$6.64M 0.03%
209,015
-119,220
455
$6.62M 0.03%
110,495
+35,973
456
$6.57M 0.03%
112,723
-851
457
$6.57M 0.03%
69,060
+3,567
458
$6.56M 0.03%
22,886
+3,042
459
$6.56M 0.03%
189,256
-77,432
460
$6.52M 0.03%
+121,759
461
$6.44M 0.03%
73,728
-2,237
462
$6.44M 0.03%
43,437
+1,454
463
$6.42M 0.03%
48,720
+32,553
464
$6.41M 0.03%
+36,090
465
$6.35M 0.03%
27,649
-171
466
$6.33M 0.03%
120,933
-4,621
467
$6.33M 0.03%
125,519
-2,788
468
$6.32M 0.03%
94,734
-3,090
469
$6.31M 0.03%
39,859
+3,056
470
$6.31M 0.03%
207,887
-4,412
471
$6.29M 0.03%
116,001
+30,646
472
$6.26M 0.03%
57,393
+688
473
$6.22M 0.03%
68,525
-2,198
474
$6.2M 0.03%
206,027
+4,062
475
$6.15M 0.03%
86,869
-437
17 18
19
20 21