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
1526
$539K ﹤0.01%
36,636
+5,079
1527
$539K ﹤0.01%
16,729
+4
1528
$539K ﹤0.01%
+28,431
1529
$537K ﹤0.01%
20,837
-861
1530
$537K ﹤0.01%
24,781
+6,650
1531
$536K ﹤0.01%
6,584
-6,560
1532
$536K ﹤0.01%
39,610
+3,089
1533
$535K ﹤0.01%
11,528
-775
1534
$534K ﹤0.01%
8,733
-73,472
1535
$533K ﹤0.01%
+21,397
1536
$533K ﹤0.01%
29,964
+14,014
1537
$532K ﹤0.01%
14,882
+1,381
1538
$532K ﹤0.01%
30,263
-6,386
1539
$532K ﹤0.01%
3,522
-2,733
1540
$531K ﹤0.01%
5,457
-646
1541
$530K ﹤0.01%
+40,769
1542
$527K ﹤0.01%
20,482
-5,077
1543
$526K ﹤0.01%
+10,100
1544
$526K ﹤0.01%
4,812
+116
1545
$524K ﹤0.01%
12,416
-98
1546
$523K ﹤0.01%
52,600
+30,072
1547
$523K ﹤0.01%
24,964
+4,399
1548
$522K ﹤0.01%
+3,554
1549
$521K ﹤0.01%
4,783
+221
1550
$520K ﹤0.01%
12,649
+2,897
60 61
62
63 64