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
876
$1.98M 0.01%
27,906
-903
877
$1.98M 0.01%
14,919
+6,988
878
$1.97M 0.01%
70,200
+22,765
879
$1.97M 0.01%
28,847
+1,495
880
$1.97M 0.01%
+94,476
881
$1.97M 0.01%
34,905
-422
882
$1.95M 0.01%
57,520
-90,873
883
$1.95M 0.01%
412,888
+372,216
884
$1.94M 0.01%
137,676
+11,078
885
$1.93M 0.01%
91,209
+8,741
886
$1.93M 0.01%
127,619
+2,477
887
$1.93M 0.01%
69,398
+2,474
888
$1.92M 0.01%
89,910
-2,580
889
$1.92M 0.01%
5,330
+2,300
890
$1.92M 0.01%
24,082
+13,429
891
$1.91M 0.01%
30,714
+544
892
$1.91M 0.01%
20,664
-50,996
893
$1.91M 0.01%
8,395
+1,805
894
$1.9M 0.01%
77,561
-7,278
895
$1.9M 0.01%
91,920
-1,035
896
$1.9M 0.01%
284,443
+12,696
897
$1.89M 0.01%
19,704
+2,504
898
$1.89M 0.01%
27,292
-1,087
899
$1.89M 0.01%
+170,083
900
$1.89M 0.01%
87,829
+5,933