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
1026
$1.39M 0.01%
50,251
-966
1027
$1.38M 0.01%
8,839
-1,397
1028
$1.38M 0.01%
13,117
-38
1029
$1.37M 0.01%
28,020
+1,248
1030
$1.37M 0.01%
60,111
+1,892
1031
$1.36M 0.01%
139,606
+7,062
1032
$1.36M 0.01%
10,701
+985
1033
$1.35M 0.01%
+8,623
1034
$1.35M 0.01%
5,168
-545
1035
$1.35M 0.01%
142,143
-110
1036
$1.35M 0.01%
56,718
-115,941
1037
$1.35M 0.01%
83,685
+5,781
1038
$1.35M 0.01%
+15,470
1039
$1.35M 0.01%
43,376
+169
1040
$1.34M 0.01%
67,620
+4,512
1041
$1.34M 0.01%
5,415
-170
1042
$1.34M 0.01%
28,241
-2,015
1043
$1.34M 0.01%
107,818
-18,335
1044
$1.34M 0.01%
65,292
-5,901
1045
$1.33M 0.01%
26,647
+17,367
1046
$1.33M 0.01%
+16,204
1047
$1.32M 0.01%
25,629
+8,035
1048
$1.32M 0.01%
20,173
-100
1049
$1.32M 0.01%
12,725
+2,001
1050
$1.31M 0.01%
19,438
+15,349
40 41
42
43 44