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
1426
$628K ﹤0.01%
15,390
+1,104
1427
$627K ﹤0.01%
19,770
+1,583
1428
$626K ﹤0.01%
42,496
+4,052
1429
$625K ﹤0.01%
46,453
-4,844
1430
$624K ﹤0.01%
11,944
+122
1431
$624K ﹤0.01%
45,437
-1,882
1432
$623K ﹤0.01%
41,896
-5,268
1433
$621K ﹤0.01%
16,084
+3,631
1434
$621K ﹤0.01%
42,013
+3,045
1435
$620K ﹤0.01%
8,956
-35
1436
$619K ﹤0.01%
30,366
+5,451
1437
$619K ﹤0.01%
41,166
-5,450
1438
$619K ﹤0.01%
7,141
+2,300
1439
$619K ﹤0.01%
16,389
+72
1440
$618K ﹤0.01%
2,857
-288
1441
$618K ﹤0.01%
8,448
-3,047
1442
$614K ﹤0.01%
8,855
-820
1443
$613K ﹤0.01%
13,838
+443
1444
$612K ﹤0.01%
5,497
+2,061
1445
$612K ﹤0.01%
83,326
-2,103
1446
$611K ﹤0.01%
14,490
-2,292
1447
$611K ﹤0.01%
15,406
+990
1448
$611K ﹤0.01%
9,109
-4,327
1449
$611K ﹤0.01%
+14,297
1450
$611K ﹤0.01%
8,319
-19,933
56 57
58
59 60