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
1001
$1.46M 0.01%
19,805
+1,336
1002
$1.46M 0.01%
28,298
+404
1003
$1.46M 0.01%
40,781
-13,585
1004
$1.45M 0.01%
25,550
+3,297
1005
$1.45M 0.01%
112,337
-4,832
1006
$1.45M 0.01%
34,321
+3,885
1007
$1.44M 0.01%
134,317
-9,553
1008
$1.43M 0.01%
43,246
+5,018
1009
$1.43M 0.01%
+88,828
1010
$1.43M 0.01%
17,955
-1,249
1011
$1.43M 0.01%
109,229
+58,555
1012
$1.43M 0.01%
16,419
+11,883
1013
$1.42M 0.01%
101,209
-28,700
1014
$1.42M 0.01%
+61,031
1015
$1.42M 0.01%
34,503
-179
1016
$1.42M 0.01%
88,376
+10,640
1017
$1.42M 0.01%
71,619
-9,846
1018
$1.42M 0.01%
44,800
+2,821
1019
$1.42M 0.01%
32,850
-809
1020
$1.41M 0.01%
+18,393
1021
$1.41M 0.01%
64,135
+17,001
1022
$1.41M 0.01%
3,624
+306
1023
$1.4M 0.01%
50,042
+20,181
1024
$1.39M 0.01%
28,660
-669
1025
$1.39M 0.01%
133,631
+53,917
39 40
41
42 43