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
751
$2.72M 0.01%
61,633
-5,647
752
$2.71M 0.01%
10,119
+1,641
753
$2.71M 0.01%
19,303
-6,725
754
$2.7M 0.01%
84,587
+3,544
755
$2.7M 0.01%
117,522
+1,320
756
$2.67M 0.01%
17,206
-1,504
757
$2.64M 0.01%
54,749
+4,338
758
$2.63M 0.01%
15,105
+1,847
759
$2.63M 0.01%
62,687
-23,340
760
$2.62M 0.01%
33,682
+18,274
761
$2.61M 0.01%
76,774
-11,435
762
$2.61M 0.01%
20,616
+621
763
$2.6M 0.01%
29,824
+4,517
764
$2.59M 0.01%
27,395
+7,474
765
$2.56M 0.01%
53,185
+953
766
$2.56M 0.01%
27,085
+1,322
767
$2.55M 0.01%
57,929
+6,021
768
$2.55M 0.01%
91,902
+1,927
769
$2.55M 0.01%
119,924
-24,101
770
$2.54M 0.01%
76,926
-7,359
771
$2.54M 0.01%
29,878
-456
772
$2.52M 0.01%
145,621
+3,788
773
$2.52M 0.01%
19,036
+1,083
774
$2.52M 0.01%
26,278
-14,371
775
$2.51M 0.01%
48,694
-6,632
29 30
31
32 33