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
551
$4.83M 0.02%
14,537
-3,861
552
$4.81M 0.02%
98,612
+36,702
553
$4.8M 0.02%
140,181
-18,047
554
$4.79M 0.02%
58,372
+2,534
555
$4.77M 0.02%
+154,468
556
$4.75M 0.02%
31,331
+2,658
557
$4.74M 0.02%
134,991
-55,237
558
$4.73M 0.02%
94,360
-537,637
559
$4.69M 0.02%
124,889
-62,455
560
$4.69M 0.02%
36,009
+2,440
561
$4.68M 0.02%
43,114
+4,173
562
$4.67M 0.02%
76,565
+2,512
563
$4.64M 0.02%
367,311
-5,485
564
$4.62M 0.02%
+81,354
565
$4.59M 0.02%
57,181
-4,367
566
$4.58M 0.02%
30,649
+446
567
$4.55M 0.02%
85,700
+6,479
568
$4.54M 0.02%
120,056
-25,286
569
$4.54M 0.02%
117,145
-11,559
570
$4.53M 0.02%
469,389
+168,651
571
$4.52M 0.02%
90,639
-40,327
572
$4.5M 0.02%
49,683
+3,710
573
$4.5M 0.02%
165,969
+26,292
574
$4.49M 0.02%
34,064
+4,308
575
$4.46M 0.02%
13,980
-16,800
21 22
23
24 25