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
1301
$780K ﹤0.01%
31,455
+21,541
1302
$780K ﹤0.01%
44,878
-1,682
1303
$779K ﹤0.01%
24,400
+3,300
1304
$777K ﹤0.01%
57,165
+7,326
1305
$777K ﹤0.01%
11,445
-1,457
1306
$776K ﹤0.01%
12,597
-4,467
1307
$776K ﹤0.01%
14,880
-4,458
1308
$775K ﹤0.01%
19,252
1309
$775K ﹤0.01%
26,429
-5,200
1310
$774K ﹤0.01%
40,933
-54,023
1311
$774K ﹤0.01%
17,467
+1,436
1312
$774K ﹤0.01%
16,020
-7,008
1313
$773K ﹤0.01%
18,488
+10,518
1314
$771K ﹤0.01%
90,991
-96
1315
$771K ﹤0.01%
24,786
-8,763
1316
$769K ﹤0.01%
5,573
-1,199
1317
$767K ﹤0.01%
21,172
-2,292
1318
$766K ﹤0.01%
9,904
+1,266
1319
$764K ﹤0.01%
59,594
+8,337
1320
$763K ﹤0.01%
42,816
+3,209
1321
$763K ﹤0.01%
25,890
-1,008
1322
$763K ﹤0.01%
+2,133
1323
$761K ﹤0.01%
4,465
-333
1324
$755K ﹤0.01%
30,622
+7,151
1325
$755K ﹤0.01%
15,176
+2,340
51 52
53
54 55