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
626
$3.73M 0.02%
191,595
-1,520
627
$3.7M 0.02%
23,122
-1,604
628
$3.7M 0.02%
13,583
+466
629
$3.7M 0.02%
84,695
+71,659
630
$3.69M 0.02%
55,185
+7,895
631
$3.68M 0.02%
23,167
+4,688
632
$3.66M 0.02%
57,745
-485
633
$3.66M 0.02%
37,984
+12,446
634
$3.65M 0.02%
288,016
+52,053
635
$3.65M 0.02%
36,871
+9,626
636
$3.65M 0.02%
55,310
+35,731
637
$3.64M 0.02%
65,225
-57,748
638
$3.64M 0.02%
116,785
+2,229
639
$3.64M 0.02%
35,473
+332
640
$3.61M 0.02%
345,193
-1,500
641
$3.61M 0.02%
43,144
+1,476
642
$3.6M 0.02%
119,642
-10,074
643
$3.58M 0.02%
47,627
+669
644
$3.57M 0.02%
+53,959
645
$3.57M 0.02%
21,011
-970
646
$3.57M 0.02%
71,174
-12,180
647
$3.55M 0.02%
70,746
+8,455
648
$3.52M 0.02%
71,920
+2,148
649
$3.51M 0.02%
230,248
+15,252
650
$3.46M 0.02%
135,354
+8,825
24 25
26
27 28