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
976
$1.53M 0.01%
25,687
-15,026
977
$1.53M 0.01%
29,442
+280
978
$1.51M 0.01%
6,679
+10
979
$1.51M 0.01%
4,481
+798
980
$1.51M 0.01%
4,656
+280
981
$1.51M 0.01%
9,170
-6,998
982
$1.51M 0.01%
60,219
+267
983
$1.5M 0.01%
8,419
-172
984
$1.5M 0.01%
19,950
+1,060
985
$1.49M 0.01%
17,173
-1,645
986
$1.49M 0.01%
24,677
+437
987
$1.48M 0.01%
66,627
-9,659
988
$1.48M 0.01%
38,753
-23
989
$1.48M 0.01%
5,269
+2,806
990
$1.48M 0.01%
239,737
-52,739
991
$1.48M 0.01%
23,986
+26
992
$1.48M 0.01%
45,216
+1,152
993
$1.48M 0.01%
49,257
-3,439
994
$1.47M 0.01%
150,143
+27,819
995
$1.47M 0.01%
8,666
+1,471
996
$1.47M 0.01%
11,139
+300
997
$1.47M 0.01%
11,720
-10,226
998
$1.47M 0.01%
23,526
-5,968
999
$1.47M 0.01%
25,488
+67
1000
$1.46M 0.01%
23,286
-1,872
38 39
40
41 42