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
1476
$584K ﹤0.01%
14,208
+494
1477
$583K ﹤0.01%
4,260
+1,455
1478
$583K ﹤0.01%
12,850
+7,200
1479
$581K ﹤0.01%
15,012
-683
1480
$579K ﹤0.01%
34,900
+283
1481
$578K ﹤0.01%
37,600
+1,799
1482
$578K ﹤0.01%
45,401
-5,145
1483
$576K ﹤0.01%
12,413
-20,609
1484
$575K ﹤0.01%
4,309
+428
1485
$575K ﹤0.01%
17,037
+1,000
1486
$575K ﹤0.01%
22,299
+628
1487
$573K ﹤0.01%
3,837
-275
1488
$572K ﹤0.01%
17,016
-27,292
1489
$569K ﹤0.01%
10,903
+230
1490
$569K ﹤0.01%
7,487
+920
1491
$564K ﹤0.01%
6,166
-45,079
1492
$564K ﹤0.01%
69,839
+7,205
1493
$564K ﹤0.01%
6,785
+765
1494
$564K ﹤0.01%
8,858
+1,150
1495
$563K ﹤0.01%
42,051
+2,144
1496
$563K ﹤0.01%
27,739
-1,403
1497
$562K ﹤0.01%
31,254
-2,305
1498
$561K ﹤0.01%
6,982
-1,640
1499
$560K ﹤0.01%
19,467
+1,986
1500
$559K ﹤0.01%
6,886
58 59
60
61 62