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
1401
$661K ﹤0.01%
4,274
+2,647
1402
$659K ﹤0.01%
13,855
-825
1403
$656K ﹤0.01%
18,607
+4,240
1404
$654K ﹤0.01%
32,848
-99,508
1405
$654K ﹤0.01%
5,664
-196
1406
$653K ﹤0.01%
2,620
-312
1407
$653K ﹤0.01%
+6,636
1408
$652K ﹤0.01%
28,794
+710
1409
$652K ﹤0.01%
+18,678
1410
$649K ﹤0.01%
5,945
+3,331
1411
$647K ﹤0.01%
31,520
+144
1412
$647K ﹤0.01%
8,365
+626
1413
$646K ﹤0.01%
+6,542
1414
$646K ﹤0.01%
6,917
-529
1415
$642K ﹤0.01%
+11,291
1416
$641K ﹤0.01%
9,179
+1,986
1417
$641K ﹤0.01%
28,897
+3,756
1418
$637K ﹤0.01%
39,111
+1,275
1419
$637K ﹤0.01%
9,886
1420
$637K ﹤0.01%
2,398
+300
1421
$636K ﹤0.01%
71,882
-5,327
1422
$632K ﹤0.01%
23,963
+491
1423
$631K ﹤0.01%
6,082
+1,270
1424
$631K ﹤0.01%
+10,619
1425
$629K ﹤0.01%
22,867
-383
55 56
57
58 59