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
676
$3.25M 0.02%
33,480
+2,534
677
$3.24M 0.02%
205,083
-12,592
678
$3.24M 0.02%
119,373
+514
679
$3.23M 0.02%
62,585
-2,138
680
$3.23M 0.02%
44,394
-1,311
681
$3.21M 0.02%
55,469
-312
682
$3.21M 0.02%
28,919
+2,072
683
$3.21M 0.02%
66,213
+1,784
684
$3.21M 0.02%
365,554
+42,677
685
$3.2M 0.02%
52,553
+5,349
686
$3.19M 0.02%
218,177
-7,464
687
$3.19M 0.02%
88,034
-8,695
688
$3.19M 0.02%
29,533
-266
689
$3.19M 0.02%
20,818
+303
690
$3.17M 0.02%
59,394
+11,928
691
$3.17M 0.02%
18,240
-9,693
692
$3.16M 0.02%
58,572
-9,302
693
$3.15M 0.02%
160,027
+76,144
694
$3.15M 0.02%
61,894
-262
695
$3.12M 0.02%
18,195
+246
696
$3.11M 0.02%
354,302
-16,064
697
$3.11M 0.02%
73,254
+2,284
698
$3.1M 0.02%
74,163
-3,051
699
$3.1M 0.02%
124,360
+5,688
700
$3.09M 0.01%
85,060
+6,281
26 27
28
29 30