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
951
$1.63M 0.01%
22,651
-461
952
$1.63M 0.01%
13,158
+95
953
$1.61M 0.01%
74,566
-4,541
954
$1.61M 0.01%
76,904
-6,146
955
$1.61M 0.01%
233,300
+48,466
956
$1.61M 0.01%
31,740
957
$1.6M 0.01%
15,479
-254
958
$1.59M 0.01%
17,615
+8,004
959
$1.59M 0.01%
62,292
+2,080
960
$1.58M 0.01%
48,099
-11,879
961
$1.58M 0.01%
2,617
-8
962
$1.58M 0.01%
15,510
+1,067
963
$1.58M 0.01%
5,874
+243
964
$1.57M 0.01%
49,633
-127
965
$1.57M 0.01%
3,813
+3
966
$1.56M 0.01%
26,393
-596
967
$1.56M 0.01%
63,473
+776
968
$1.56M 0.01%
29,435
-14,106
969
$1.55M 0.01%
21,170
+3,311
970
$1.55M 0.01%
55,158
+21,862
971
$1.55M 0.01%
16,043
-2,865
972
$1.54M 0.01%
4,539
-99
973
$1.53M 0.01%
64,884
+3,450
974
$1.53M 0.01%
35,901
+9,322
975
$1.53M 0.01%
95,037
-14,162
37 38
39
40 41