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
826
$2.24M 0.01%
56,950
+937
827
$2.23M 0.01%
41,877
+15,732
828
$2.23M 0.01%
48,980
+23,582
829
$2.23M 0.01%
10,533
+379
830
$2.22M 0.01%
26,132
-34,063
831
$2.21M 0.01%
18,656
+223
832
$2.21M 0.01%
12,618
-942
833
$2.2M 0.01%
12,865
+2,011
834
$2.19M 0.01%
85,070
-42,050
835
$2.17M 0.01%
18,314
-1,391
836
$2.16M 0.01%
147,725
-8,821
837
$2.15M 0.01%
13,938
+929
838
$2.15M 0.01%
16,137
+3,173
839
$2.15M 0.01%
86,757
+27,267
840
$2.15M 0.01%
65,498
-3,186
841
$2.15M 0.01%
963
+171
842
$2.15M 0.01%
107,448
-751
843
$2.13M 0.01%
13,502
+149
844
$2.11M 0.01%
125,903
+11,540
845
$2.11M 0.01%
71,429
-1,115
846
$2.11M 0.01%
21,147
-765
847
$2.11M 0.01%
40,541
+3,507
848
$2.11M 0.01%
28,033
-3,345
849
$2.1M 0.01%
41,473
-7,249
850
$2.1M 0.01%
40,220
-928
32 33
34
35 36