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
1201
$956K ﹤0.01%
14,374
+750
1202
$954K ﹤0.01%
33,623
-9,007
1203
$954K ﹤0.01%
9,815
+52
1204
$948K ﹤0.01%
9,779
-125
1205
$948K ﹤0.01%
+24,614
1206
$948K ﹤0.01%
21,574
+3,823
1207
$944K ﹤0.01%
13,437
+7,517
1208
$943K ﹤0.01%
18,904
-1,002
1209
$942K ﹤0.01%
52,754
-6,422
1210
$940K ﹤0.01%
55,712
-2,546
1211
$939K ﹤0.01%
71,848
+1,188
1212
$938K ﹤0.01%
46,348
+17,104
1213
$937K ﹤0.01%
23,002
-1,684
1214
$935K ﹤0.01%
53,291
+2,153
1215
$934K ﹤0.01%
27,864
-9,200
1216
$934K ﹤0.01%
17,885
+1,179
1217
$934K ﹤0.01%
29,330
-334
1218
$927K ﹤0.01%
29,871
+6,500
1219
$922K ﹤0.01%
5,287
+238
1220
$920K ﹤0.01%
24,490
-1,987
1221
$920K ﹤0.01%
34,785
1222
$918K ﹤0.01%
10,963
+11
1223
$916K ﹤0.01%
14,798
-8,641
1224
$916K ﹤0.01%
+27,421
1225
$912K ﹤0.01%
62,113
-734
47 48
49
50 51