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
651
$3.43M 0.02%
130,401
+2,266
652
$3.42M 0.02%
265,899
-27,730
653
$3.41M 0.02%
226,020
+17,928
654
$3.4M 0.02%
31,259
+11,315
655
$3.4M 0.02%
69,089
-6,049
656
$3.4M 0.02%
82,126
-13,610
657
$3.39M 0.02%
88,074
+809
658
$3.39M 0.02%
21,263
-1,302
659
$3.36M 0.02%
99,561
+1,561
660
$3.35M 0.02%
89,408
-5,173
661
$3.35M 0.02%
57,279
-1,332
662
$3.35M 0.02%
98,962
+30,392
663
$3.34M 0.02%
140,185
+1,461
664
$3.33M 0.02%
20,243
+2,323
665
$3.33M 0.02%
25,618
-1,646
666
$3.31M 0.02%
36,805
+2,895
667
$3.29M 0.02%
32,611
668
$3.29M 0.02%
169,432
+8,959
669
$3.28M 0.02%
76,790
-2,682
670
$3.28M 0.02%
23,910
-6,076
671
$3.27M 0.02%
37,849
+4,029
672
$3.27M 0.02%
81,215
-146,188
673
$3.26M 0.02%
192,761
+12,760
674
$3.25M 0.02%
54,006
-2,395
675
$3.25M 0.02%
129,368
-6,574
25 26
27
28 29