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
1351
$727K ﹤0.01%
61,345
+32,454
1352
$727K ﹤0.01%
+18,720
1353
$726K ﹤0.01%
52,272
-9,123
1354
$725K ﹤0.01%
27,500
+971
1355
$723K ﹤0.01%
1,524
+415
1356
$723K ﹤0.01%
7,768
+5,140
1357
$723K ﹤0.01%
+25,674
1358
$722K ﹤0.01%
19,454
-174
1359
$720K ﹤0.01%
46,925
+6,654
1360
$720K ﹤0.01%
15,888
+7,202
1361
$719K ﹤0.01%
2,535
-740
1362
$719K ﹤0.01%
62,294
+12,600
1363
$718K ﹤0.01%
13,590
-3,040
1364
$714K ﹤0.01%
30,855
-7,270
1365
$711K ﹤0.01%
6,219
-242
1366
$709K ﹤0.01%
20,846
-2,158
1367
$709K ﹤0.01%
17,159
+7,741
1368
$709K ﹤0.01%
7,033
-348
1369
$709K ﹤0.01%
17,396
-93,581
1370
$704K ﹤0.01%
25,479
+5,951
1371
$702K ﹤0.01%
43,025
+1,500
1372
$699K ﹤0.01%
41,821
+36,635
1373
$699K ﹤0.01%
11,904
-61
1374
$697K ﹤0.01%
3,306
-30
1375
$696K ﹤0.01%
23,899
+11,637
53 54
55
56 57