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
926
$1.76M 0.01%
67,433
927
$1.76M 0.01%
25,781
-1,779
928
$1.74M 0.01%
29,020
+17,124
929
$1.73M 0.01%
1,142
+203
930
$1.72M 0.01%
16,636
+3,008
931
$1.72M 0.01%
119,008
+3,759
932
$1.72M 0.01%
23,982
-155
933
$1.72M 0.01%
14,948
-1,895
934
$1.71M 0.01%
8,076
+3,805
935
$1.71M 0.01%
10,889
+562
936
$1.71M 0.01%
19,821
+5,440
937
$1.71M 0.01%
42,133
-880
938
$1.7M 0.01%
61,946
-15,466
939
$1.7M 0.01%
7,084
+1,293
940
$1.68M 0.01%
17,224
-3,019
941
$1.68M 0.01%
147,088
-4,593
942
$1.67M 0.01%
13,001
+1,498
943
$1.67M 0.01%
45,700
+4,224
944
$1.66M 0.01%
151,000
-300
945
$1.65M 0.01%
10,773
+2,141
946
$1.65M 0.01%
18,733
-2,340
947
$1.64M 0.01%
+96,088
948
$1.64M 0.01%
63,579
+302
949
$1.64M 0.01%
19,697
-6,460
950
$1.64M 0.01%
68,916
+8,638
36 37
38
39 40