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
1126
$1.13M 0.01%
+70,551
1127
$1.12M 0.01%
31,355
+4,675
1128
$1.12M 0.01%
+55,880
1129
$1.11M 0.01%
15,016
-34
1130
$1.11M 0.01%
+47,323
1131
$1.11M 0.01%
8,094
-1,667
1132
$1.11M 0.01%
34,835
-699
1133
$1.11M 0.01%
23,366
+256
1134
$1.1M 0.01%
21,586
+586
1135
$1.1M 0.01%
16,839
-33
1136
$1.1M 0.01%
313,379
-22,457
1137
$1.09M 0.01%
11,630
1138
$1.09M 0.01%
+68,396
1139
$1.08M 0.01%
11,102
-2,268
1140
$1.08M 0.01%
21,477
+7,476
1141
$1.08M 0.01%
25,894
-4,448
1142
$1.08M 0.01%
+22,037
1143
$1.08M 0.01%
+26,831
1144
$1.08M 0.01%
7,352
+3,992
1145
$1.08M 0.01%
40,380
-9,470
1146
$1.07M 0.01%
13,079
+2,962
1147
$1.07M 0.01%
+41,901
1148
$1.07M 0.01%
96,014
+5,911
1149
$1.06M 0.01%
20,914
+617
1150
$1.06M 0.01%
19,293
-23,535
44 45
46
47 48