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
801
$2.38M 0.01%
50,311
+3,491
802
$2.38M 0.01%
8,098
+1,191
803
$2.37M 0.01%
109,578
+34,491
804
$2.37M 0.01%
8,339
+162
805
$2.36M 0.01%
93,246
+18,223
806
$2.35M 0.01%
70,144
-10,651
807
$2.35M 0.01%
57,397
-715
808
$2.35M 0.01%
81,185
-4,302
809
$2.34M 0.01%
17,062
-14,805
810
$2.34M 0.01%
83,730
+27,196
811
$2.32M 0.01%
45,976
+6,202
812
$2.32M 0.01%
33,931
+24,528
813
$2.31M 0.01%
8,466
-453
814
$2.31M 0.01%
33,137
+6,772
815
$2.3M 0.01%
139,967
+2,590
816
$2.29M 0.01%
59,621
-2,574
817
$2.28M 0.01%
15,016
-142
818
$2.27M 0.01%
23,419
-915
819
$2.27M 0.01%
159,213
-765
820
$2.26M 0.01%
6,312
+189
821
$2.26M 0.01%
6,499
-369
822
$2.26M 0.01%
19,568
+412
823
$2.25M 0.01%
66,842
-2,664
824
$2.25M 0.01%
69,947
-32,834
825
$2.25M 0.01%
31,174
+23,713
31 32
33
34 35