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
901
$1.89M 0.01%
339
-41
902
$1.88M 0.01%
33,206
+8,666
903
$1.88M 0.01%
+151,645
904
$1.88M 0.01%
18,790
-1,744
905
$1.88M 0.01%
81,874
+33,038
906
$1.88M 0.01%
4,570
-429
907
$1.88M 0.01%
73,747
+19,492
908
$1.87M 0.01%
102,420
+4,499
909
$1.87M 0.01%
36,956
+7,036
910
$1.86M 0.01%
+24,436
911
$1.86M 0.01%
15,621
+129
912
$1.86M 0.01%
57,482
+959
913
$1.86M 0.01%
22,634
+3,803
914
$1.85M 0.01%
16,085
-283
915
$1.83M 0.01%
44,541
+1,098
916
$1.83M 0.01%
90,455
+3,245
917
$1.82M 0.01%
84,620
+1,375
918
$1.82M 0.01%
50,195
+887
919
$1.82M 0.01%
22,310
+2,985
920
$1.8M 0.01%
72,412
+10,131
921
$1.79M 0.01%
47,046
-1
922
$1.79M 0.01%
75,993
-9,605
923
$1.79M 0.01%
10,621
+16
924
$1.78M 0.01%
19,107
+6,220
925
$1.78M 0.01%
122,822
+42,246
35 36
37
38 39