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
1451
$608K ﹤0.01%
18,556
+1,801
1452
$608K ﹤0.01%
76,838
+4,401
1453
$608K ﹤0.01%
11,661
-687
1454
$605K ﹤0.01%
16,258
-1,161
1455
$605K ﹤0.01%
36,869
+4,194
1456
$604K ﹤0.01%
40,067
-750
1457
$604K ﹤0.01%
22,061
-9,941
1458
$604K ﹤0.01%
3,992
+71
1459
$603K ﹤0.01%
7,192
-344
1460
$601K ﹤0.01%
22,604
1461
$600K ﹤0.01%
+47,019
1462
$597K ﹤0.01%
72,440
-3,836
1463
$596K ﹤0.01%
37,666
-20
1464
$596K ﹤0.01%
12,904
+7,494
1465
$594K ﹤0.01%
2,583
-10
1466
$594K ﹤0.01%
13,667
-1,233
1467
$588K ﹤0.01%
+11,512
1468
$588K ﹤0.01%
7,877
-831
1469
$587K ﹤0.01%
127,296
-2,820
1470
$587K ﹤0.01%
13,350
+1,377
1471
$586K ﹤0.01%
49,658
-10,656
1472
$586K ﹤0.01%
+5,627
1473
$585K ﹤0.01%
60,027
+2,359
1474
$584K ﹤0.01%
14,102
+1,196
1475
$584K ﹤0.01%
+8,069
57 58
59
60 61