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
701
$3.09M 0.01%
49,129
-1,126
702
$3.09M 0.01%
6,823
+1,309
703
$3.08M 0.01%
54,388
-13,084
704
$3.08M 0.01%
99,718
-1,779
705
$3.07M 0.01%
33,050
+1,426
706
$3.07M 0.01%
59,107
-1,553
707
$3.07M 0.01%
16,989
+3,636
708
$3.06M 0.01%
+27,025
709
$3.06M 0.01%
39,985
+53
710
$3.02M 0.01%
52,284
-14,061
711
$3.02M 0.01%
36,861
-8,493
712
$3.01M 0.01%
120,657
+24,534
713
$3.01M 0.01%
48,212
-16,584
714
$3.01M 0.01%
60,210
-2,812
715
$3M 0.01%
23,044
-4,622
716
$3M 0.01%
29,199
+10,113
717
$3M 0.01%
103,026
+16,504
718
$2.98M 0.01%
127,872
+6,698
719
$2.98M 0.01%
766,978
+13,217
720
$2.97M 0.01%
125,918
+10,933
721
$2.97M 0.01%
15,671
+10,520
722
$2.96M 0.01%
37,274
-1,254
723
$2.95M 0.01%
54,954
-3,240
724
$2.95M 0.01%
90,250
-2,438
725
$2.95M 0.01%
263,091
+4,263
27 28
29
30 31