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
1276
$826K ﹤0.01%
211,344
+21,629
1277
$825K ﹤0.01%
41,784
+2,183
1278
$823K ﹤0.01%
6,431
1279
$822K ﹤0.01%
6,755
-1,875
1280
$821K ﹤0.01%
30,336
-255
1281
$821K ﹤0.01%
10,372
+459
1282
$813K ﹤0.01%
64,353
+2,067
1283
$812K ﹤0.01%
24,365
+11,865
1284
$811K ﹤0.01%
9,955
+312
1285
$808K ﹤0.01%
16,279
-216
1286
$807K ﹤0.01%
21,709
-3,373
1287
$806K ﹤0.01%
6,148
-3,741
1288
$806K ﹤0.01%
25,306
+15,094
1289
$805K ﹤0.01%
20,453
1290
$803K ﹤0.01%
11,392
+556
1291
$802K ﹤0.01%
194,600
-9,000
1292
$801K ﹤0.01%
20,204
+2,692
1293
$800K ﹤0.01%
10,247
+1,974
1294
$793K ﹤0.01%
10,434
-441
1295
$793K ﹤0.01%
21,338
-1,350
1296
$793K ﹤0.01%
57,030
-17,000
1297
$790K ﹤0.01%
14,967
+4,587
1298
$787K ﹤0.01%
21,513
-58,660
1299
$786K ﹤0.01%
45,588
+2,270
1300
$786K ﹤0.01%
14,235
+6,542
50 51
52
53 54