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
851
$2.1M 0.01%
42,160
+25,260
852
$2.09M 0.01%
23,879
-6,682
853
$2.09M 0.01%
37,544
+23,115
854
$2.08M 0.01%
57,797
+21,214
855
$2.08M 0.01%
24,122
+1,622
856
$2.08M 0.01%
12,245
+1,148
857
$2.08M 0.01%
44,149
-2,800
858
$2.08M 0.01%
36,441
+13,659
859
$2.06M 0.01%
78,840
-550
860
$2.06M 0.01%
19,668
-47
861
$2.06M 0.01%
18,703
-569
862
$2.06M 0.01%
67,063
+2,542
863
$2.05M 0.01%
121,501
+10,902
864
$2.04M 0.01%
50,190
865
$2.03M 0.01%
35,973
-1,402
866
$2.02M 0.01%
165,267
+28,895
867
$2.02M 0.01%
+41,174
868
$2.02M 0.01%
16,308
-296
869
$2.01M 0.01%
+28,138
870
$2.01M 0.01%
+38,109
871
$2.01M 0.01%
28,190
-5,541
872
$2.01M 0.01%
44,129
+5,340
873
$1.99M 0.01%
37,475
-2,641
874
$1.99M 0.01%
63,200
+4,230
875
$1.98M 0.01%
72,952
-7,857
33 34
35
36 37