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
1376
$694K ﹤0.01%
+9,920
1377
$691K ﹤0.01%
14,696
+58
1378
$691K ﹤0.01%
24,770
+4,257
1379
$690K ﹤0.01%
35,710
+23,110
1380
$690K ﹤0.01%
22,636
-434
1381
$687K ﹤0.01%
10,650
+4,446
1382
$687K ﹤0.01%
39,005
-3,017
1383
$686K ﹤0.01%
43,173
+5,960
1384
$686K ﹤0.01%
+2,024
1385
$684K ﹤0.01%
+5,650
1386
$683K ﹤0.01%
56,383
+2,083
1387
$680K ﹤0.01%
105,035
+94,650
1388
$678K ﹤0.01%
69,382
-12,010
1389
$674K ﹤0.01%
5,788
+2,637
1390
$674K ﹤0.01%
+24,250
1391
$672K ﹤0.01%
29,755
-13,272
1392
$672K ﹤0.01%
30,860
+1,632
1393
$670K ﹤0.01%
12,549
+1,867
1394
$669K ﹤0.01%
5,332
+115
1395
$667K ﹤0.01%
9,953
-2,931
1396
$666K ﹤0.01%
19,177
-3,624
1397
$665K ﹤0.01%
33,107
+6,693
1398
$665K ﹤0.01%
14,624
+366
1399
$663K ﹤0.01%
3,886
-945
1400
$662K ﹤0.01%
15,725
+2,523