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
1551
$520K ﹤0.01%
64,396
+1,650
1552
$516K ﹤0.01%
5,383
-7,247
1553
$513K ﹤0.01%
65,175
+100
1554
$513K ﹤0.01%
1,287
-20
1555
$512K ﹤0.01%
5,456
-8,255
1556
$512K ﹤0.01%
7,035
+2,180
1557
$512K ﹤0.01%
+26,042
1558
$511K ﹤0.01%
1,812
-110
1559
$509K ﹤0.01%
+8,599
1560
$508K ﹤0.01%
13,024
-155
1561
$508K ﹤0.01%
+10,957
1562
$506K ﹤0.01%
18,395
-36,227
1563
$506K ﹤0.01%
12,521
-1,260
1564
$503K ﹤0.01%
8,505
1565
$502K ﹤0.01%
29,056
-1,993
1566
$502K ﹤0.01%
+34,997
1567
$501K ﹤0.01%
15,212
+4,050
1568
$500K ﹤0.01%
9,470
-1,050
1569
$498K ﹤0.01%
4,967
+2,041
1570
$498K ﹤0.01%
29,023
-292
1571
$497K ﹤0.01%
5,417
-219
1572
$497K ﹤0.01%
33,231
+2,128
1573
$496K ﹤0.01%
11,865
+3,320
1574
$495K ﹤0.01%
6,215
-64
1575
$494K ﹤0.01%
35,222
+2,692
61 62
63
64 65