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
1051
$1.31M 0.01%
27,950
-100
1052
$1.31M 0.01%
60,839
+9,721
1053
$1.31M 0.01%
22,730
-10,973
1054
$1.31M 0.01%
63,569
+28,902
1055
$1.31M 0.01%
25,135
+261
1056
$1.31M 0.01%
49,864
+1,179
1057
$1.3M 0.01%
24,870
+2,094
1058
$1.3M 0.01%
24,198
+2,203
1059
$1.3M 0.01%
34,567
-101,342
1060
$1.29M 0.01%
20,138
-153
1061
$1.29M 0.01%
4,969
-1,158
1062
$1.28M 0.01%
6,040
-163
1063
$1.28M 0.01%
14,196
+1,135
1064
$1.27M 0.01%
10,401
+95
1065
$1.27M 0.01%
57,607
-1,893
1066
$1.27M 0.01%
21,766
+10,250
1067
$1.27M 0.01%
49,904
+1,282
1068
$1.26M 0.01%
47,310
-5,379
1069
$1.26M 0.01%
5,368
-594
1070
$1.25M 0.01%
7,767
+3,912
1071
$1.24M 0.01%
45,901
+1,589
1072
$1.24M 0.01%
22,923
-2,715
1073
$1.24M 0.01%
3,371
-455
1074
$1.23M 0.01%
15,096
+61
1075
$1.23M 0.01%
37,044
+5,419
41 42
43
44 45