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
1501
$559K ﹤0.01%
+3,645
1502
$558K ﹤0.01%
35,033
+1,786
1503
$558K ﹤0.01%
42,243
+11,674
1504
$556K ﹤0.01%
55,488
-1,738
1505
$555K ﹤0.01%
7,910
-100
1506
$554K ﹤0.01%
24,251
-1,090
1507
$553K ﹤0.01%
18,985
-6,350
1508
$553K ﹤0.01%
5,266
+153
1509
$552K ﹤0.01%
7,189
+90
1510
$552K ﹤0.01%
11,850
+102
1511
$551K ﹤0.01%
59,125
-2,433
1512
$550K ﹤0.01%
+12,736
1513
$550K ﹤0.01%
54,498
-5,928
1514
$549K ﹤0.01%
44,998
+816
1515
$549K ﹤0.01%
7,130
-4,361
1516
$547K ﹤0.01%
3,374
+150
1517
$546K ﹤0.01%
78,850
+650
1518
$544K ﹤0.01%
3,452
+722
1519
$543K ﹤0.01%
46,121
-2,547
1520
$543K ﹤0.01%
10,303
-3,051
1521
$543K ﹤0.01%
23,780
+7,052
1522
$543K ﹤0.01%
16,025
1523
$542K ﹤0.01%
6,378
+116
1524
$541K ﹤0.01%
14,226
-445
1525
$539K ﹤0.01%
925
+484
59 60
61
62 63