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
1176
$1.01M ﹤0.01%
61,102
+5,600
1177
$1M ﹤0.01%
10,004
-337
1178
$1M ﹤0.01%
45,724
+11,672
1179
$999K ﹤0.01%
4,625
+1,010
1180
$997K ﹤0.01%
6,630
+285
1181
$996K ﹤0.01%
30,249
-825
1182
$995K ﹤0.01%
4,478
-99
1183
$994K ﹤0.01%
17,795
-588
1184
$988K ﹤0.01%
43,452
-135
1185
$988K ﹤0.01%
22,838
+10,282
1186
$987K ﹤0.01%
13,280
+1,989
1187
$985K ﹤0.01%
20,973
-882
1188
$984K ﹤0.01%
12,500
-103
1189
$978K ﹤0.01%
51,623
+3,830
1190
$977K ﹤0.01%
7,164
-612
1191
$975K ﹤0.01%
126,462
+27,296
1192
$975K ﹤0.01%
39,670
+6,262
1193
$969K ﹤0.01%
5,448
+2,343
1194
$969K ﹤0.01%
21,155
-2,352
1195
$969K ﹤0.01%
26,531
-42,853
1196
$968K ﹤0.01%
12,465
+685
1197
$963K ﹤0.01%
8,347
-758
1198
$960K ﹤0.01%
+31,466
1199
$958K ﹤0.01%
7,664
+263
1200
$957K ﹤0.01%
10,012
-6,045
46 47
48
49 50