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
1326
$752K ﹤0.01%
20,460
+1,710
1327
$750K ﹤0.01%
28,191
+6,402
1328
$750K ﹤0.01%
+10,242
1329
$749K ﹤0.01%
11,427
+1,268
1330
$749K ﹤0.01%
6,441
-1,553
1331
$748K ﹤0.01%
13,305
+2,488
1332
$748K ﹤0.01%
52,933
+15,286
1333
$744K ﹤0.01%
22,732
+1,392
1334
$743K ﹤0.01%
33,994
+6,228
1335
$743K ﹤0.01%
10,944
+102
1336
$743K ﹤0.01%
41,150
-1,820
1337
$743K ﹤0.01%
8,024
+1,593
1338
$742K ﹤0.01%
16,134
-758
1339
$741K ﹤0.01%
24,732
-5,220
1340
$740K ﹤0.01%
+8,676
1341
$739K ﹤0.01%
26,283
+608
1342
$738K ﹤0.01%
+6,299
1343
$735K ﹤0.01%
52,594
+744
1344
$734K ﹤0.01%
20,478
-78
1345
$733K ﹤0.01%
66,712
-1,191
1346
$732K ﹤0.01%
8,391
-1,238
1347
$732K ﹤0.01%
3,276
-50
1348
$730K ﹤0.01%
8,744
+374
1349
$729K ﹤0.01%
22,000
1350
$728K ﹤0.01%
+40,923
52 53
54
55 56