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
1076
$1.23M 0.01%
+89,697
1077
$1.22M 0.01%
21,005
+280
1078
$1.22M 0.01%
1,030
+84
1079
$1.22M 0.01%
59,810
+2,269
1080
$1.22M 0.01%
40,395
+2,700
1081
$1.22M 0.01%
69,766
+32,557
1082
$1.22M 0.01%
198,982
+3,200
1083
$1.21M 0.01%
28,691
-2,866
1084
$1.21M 0.01%
6,220
-3
1085
$1.21M 0.01%
38,048
-896
1086
$1.21M 0.01%
259,996
-13,450
1087
$1.2M 0.01%
37,215
-1,203
1088
$1.2M 0.01%
69,161
+701
1089
$1.2M 0.01%
27,724
+2,857
1090
$1.19M 0.01%
995
+134
1091
$1.19M 0.01%
1,926
-4,061
1092
$1.19M 0.01%
35,456
-15,086
1093
$1.19M 0.01%
54,344
-109,593
1094
$1.19M 0.01%
4,253
-216
1095
$1.18M 0.01%
41,490
-116,463
1096
$1.18M 0.01%
+24,658
1097
$1.18M 0.01%
52,679
-16,472
1098
$1.18M 0.01%
87,099
-6,450
1099
$1.18M 0.01%
27,706
+2,651
1100
$1.17M 0.01%
27,865
-1,826
42 43
44
45 46