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
1101
$1.17M 0.01%
15,383
-360
1102
$1.17M 0.01%
27,729
-450
1103
$1.17M 0.01%
85,630
-2,395
1104
$1.17M 0.01%
17,721
+2,179
1105
$1.17M 0.01%
+23,556
1106
$1.16M 0.01%
79,026
+257
1107
$1.16M 0.01%
6,750
-1,524
1108
$1.16M 0.01%
3,862
+982
1109
$1.16M 0.01%
12,048
-434
1110
$1.16M 0.01%
5,577
-47
1111
$1.16M 0.01%
17,820
-842
1112
$1.16M 0.01%
73,285
+51,286
1113
$1.16M 0.01%
18,132
+1,191
1114
$1.15M 0.01%
6,300
+114
1115
$1.15M 0.01%
35,639
-19,528
1116
$1.15M 0.01%
63,989
-190
1117
$1.15M 0.01%
101,228
-4,860
1118
$1.15M 0.01%
9,632
-438
1119
$1.15M 0.01%
8,622
+432
1120
$1.14M 0.01%
164,006
-50,000
1121
$1.14M 0.01%
23,596
+16,262
1122
$1.13M 0.01%
18,357
+123
1123
$1.13M 0.01%
15,997
-45,912
1124
$1.13M 0.01%
3,597
+474
1125
$1.13M 0.01%
72,306
+726
43 44
45
46 47