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
1251
$871K ﹤0.01%
10,499
+314
1252
$871K ﹤0.01%
57,480
-1,380
1253
$871K ﹤0.01%
+7,113
1254
$864K ﹤0.01%
11,336
+4,531
1255
$862K ﹤0.01%
5,014
-2,903
1256
$861K ﹤0.01%
78,640
+29,350
1257
$859K ﹤0.01%
+4,779
1258
$855K ﹤0.01%
4,799
-748
1259
$851K ﹤0.01%
19,558
-1,234
1260
$850K ﹤0.01%
6,548
+344
1261
$849K ﹤0.01%
30,822
+2,395
1262
$849K ﹤0.01%
10,064
-5,194
1263
$847K ﹤0.01%
16,700
-428
1264
$847K ﹤0.01%
18,106
+140
1265
$845K ﹤0.01%
56,844
+766
1266
$844K ﹤0.01%
33,364
+1,407
1267
$843K ﹤0.01%
2,197
+73
1268
$843K ﹤0.01%
58,435
+1,491
1269
$843K ﹤0.01%
3,650
-24
1270
$837K ﹤0.01%
3,290
-175
1271
$832K ﹤0.01%
32,256
-187
1272
$831K ﹤0.01%
17,423
-595
1273
$830K ﹤0.01%
11,768
+3,498
1274
$830K ﹤0.01%
63,666
+1,566
1275
$830K ﹤0.01%
15,056
-4,352
49 50
51
52 53