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
776
$2.51M 0.01%
30,865
+1,349
777
$2.5M 0.01%
18,516
+1,307
778
$2.5M 0.01%
50,730
-720
779
$2.49M 0.01%
97,045
-13,591
780
$2.47M 0.01%
26,051
-594
781
$2.47M 0.01%
118,627
+10,591
782
$2.47M 0.01%
80,644
-205,581
783
$2.46M 0.01%
42,450
-2,245
784
$2.46M 0.01%
43,497
+22,230
785
$2.46M 0.01%
16,708
-153
786
$2.45M 0.01%
12,627
-1,569
787
$2.45M 0.01%
137,752
+14,273
788
$2.45M 0.01%
66,962
-547
789
$2.44M 0.01%
21,070
+5,361
790
$2.43M 0.01%
20,711
-407
791
$2.42M 0.01%
42,963
-2,332
792
$2.41M 0.01%
10,161
+3,873
793
$2.41M 0.01%
18,502
+516
794
$2.41M 0.01%
71,234
-14,153
795
$2.41M 0.01%
64,755
-6,771
796
$2.4M 0.01%
27,484
+10,059
797
$2.4M 0.01%
21,917
+494
798
$2.39M 0.01%
94,255
+8,174
799
$2.39M 0.01%
172,175
+50
800
$2.39M 0.01%
13,645
+2,856
30 31
32
33 34