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
1151
$1.06M 0.01%
17,685
-504
1152
$1.05M 0.01%
6,893
-155
1153
$1.05M 0.01%
16,626
+197
1154
$1.05M 0.01%
24,410
-13
1155
$1.05M 0.01%
1,909
-79
1156
$1.04M 0.01%
22,947
-578
1157
$1.04M 0.01%
10,547
-100
1158
$1.04M 0.01%
11,469
+2,063
1159
$1.04M 0.01%
57,704
-2,662
1160
$1.03M 0.01%
10,210
1161
$1.03M 0.01%
23,388
+13,641
1162
$1.03M 0.01%
18,424
+3,950
1163
$1.03M 0.01%
13,130
+8,995
1164
$1.03M 0.01%
10,879
-1,694
1165
$1.03M 0.01%
42,320
+950
1166
$1.03M 0.01%
30,419
+6,362
1167
$1.03M 0.01%
17,084
-4,708
1168
$1.02M ﹤0.01%
5,309
+2,689
1169
$1.01M ﹤0.01%
8,739
-3,017
1170
$1.01M ﹤0.01%
17,532
-71
1171
$1.01M ﹤0.01%
+43,196
1172
$1.01M ﹤0.01%
35,304
+1,706
1173
$1.01M ﹤0.01%
33,838
-6,084
1174
$1.01M ﹤0.01%
3,964
-580
1175
$1.01M ﹤0.01%
12,896
-141