Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $42.2B
1-Year Est. Return 18.09%
This Quarter Est. Return
1 Year Est. Return
+18.09%
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 7.43%
3 Financials 7%
4 Industrials 5.46%
5 Consumer Discretionary 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$4.44M 0.02%
117,645
+1,232
577
$4.41M 0.02%
93,429
+82,630
578
$4.4M 0.02%
70,712
-1,829
579
$4.37M 0.02%
50,156
+5,295
580
$4.37M 0.02%
25,989
-3,851
581
$4.36M 0.02%
238,612
+20,549
582
$4.36M 0.02%
53,910
+22,977
583
$4.35M 0.02%
41,117
-2,880
584
$4.34M 0.02%
29,780
+3,853
585
$4.34M 0.02%
92,490
+1,806
586
$4.32M 0.02%
186,902
+3,472
587
$4.31M 0.02%
92,474
+1,908
588
$4.3M 0.02%
81,643
-2,721
589
$4.29M 0.02%
46,465
+5,042
590
$4.27M 0.02%
25,108
+8,998
591
$4.26M 0.02%
111,248
+7,793
592
$4.26M 0.02%
58,500
-2,278
593
$4.25M 0.02%
18,340
-113
594
$4.24M 0.02%
35,661
+5,622
595
$4.21M 0.02%
174,956
+114,639
596
$4.19M 0.02%
151,838
+11,097
597
$4.12M 0.02%
23,818
+1,491
598
$4.12M 0.02%
59,624
-3,160
599
$4.11M 0.02%
132,326
+6,370
600
$4.08M 0.02%
144,288
-104,223
22 23
24
25 26