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
726
$2.95M 0.01%
16,834
-2,419
727
$2.94M 0.01%
192,874
-37,227
728
$2.92M 0.01%
45,250
+19,724
729
$2.91M 0.01%
140,112
+4,497
730
$2.9M 0.01%
114,580
+6,310
731
$2.9M 0.01%
38,093
+2,250
732
$2.9M 0.01%
49,209
+9,603
733
$2.9M 0.01%
30,574
-2,878
734
$2.9M 0.01%
107,364
+22,118
735
$2.89M 0.01%
60,746
+6,146
736
$2.88M 0.01%
47,473
-1,317
737
$2.88M 0.01%
24,520
+2,143
738
$2.86M 0.01%
177,729
+6,324
739
$2.84M 0.01%
16,230
+189
740
$2.83M 0.01%
146,178
741
$2.79M 0.01%
271,822
+11,788
742
$2.79M 0.01%
31,553
+3,768
743
$2.79M 0.01%
24,408
-1,248
744
$2.76M 0.01%
41,186
+2,661
745
$2.76M 0.01%
12,679
+2,517
746
$2.74M 0.01%
104,650
+60
747
$2.74M 0.01%
277,425
+2,400
748
$2.74M 0.01%
92,870
+15,242
749
$2.73M 0.01%
99,171
+64,634
750
$2.73M 0.01%
44,289
-5,002
28 29
30
31 32