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
476
$6.14M 0.03%
380,465
+12,143
477
$6.12M 0.03%
+344,765
478
$6.12M 0.03%
67,023
-2,182
479
$6.09M 0.03%
50,099
-4,543
480
$6.08M 0.03%
111,007
+9,039
481
$6.04M 0.03%
151,355
+2,098
482
$6.02M 0.03%
83,199
+31,978
483
$6.01M 0.03%
38,451
-6,655
484
$5.98M 0.03%
9,040
+507
485
$5.98M 0.03%
122,658
-9,636
486
$5.97M 0.03%
64,240
+4,497
487
$5.95M 0.03%
39,086
-1,668
488
$5.92M 0.03%
84,721
-1,321
489
$5.92M 0.03%
151,491
+15,468
490
$5.92M 0.03%
118,846
+13,659
491
$5.91M 0.03%
192,767
+58,462
492
$5.86M 0.03%
29,320
+8,386
493
$5.84M 0.03%
736,842
-44,944
494
$5.84M 0.03%
62,881
-30,522
495
$5.84M 0.03%
470,297
-1,550
496
$5.83M 0.03%
233,492
+44,409
497
$5.8M 0.03%
129,888
+5,852
498
$5.8M 0.03%
85,822
-4,929
499
$5.79M 0.03%
52,349
-33,383
500
$5.75M 0.03%
40,467
+28,356
18 19
20
21 22