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
1576
$494K ﹤0.01%
46,940
-3,969
1577
$493K ﹤0.01%
+69,427
1578
$493K ﹤0.01%
2,987
-300
1579
$491K ﹤0.01%
6,478
-249
1580
$491K ﹤0.01%
6,790
-35
1581
$490K ﹤0.01%
193,600
-4,500
1582
$489K ﹤0.01%
6,570
+290
1583
$489K ﹤0.01%
13,957
-1,492
1584
$489K ﹤0.01%
2,041
-237
1585
$488K ﹤0.01%
15,490
-35,006
1586
$487K ﹤0.01%
+18,764
1587
$486K ﹤0.01%
76,156
-2,900
1588
$484K ﹤0.01%
70,390
-12,718
1589
$483K ﹤0.01%
+3,424
1590
$483K ﹤0.01%
+15,542
1591
$482K ﹤0.01%
19,495
-3,455
1592
$481K ﹤0.01%
10,254
-394
1593
$480K ﹤0.01%
6,117
+920
1594
$478K ﹤0.01%
14,416
+840
1595
$478K ﹤0.01%
92,160
+9,060
1596
$477K ﹤0.01%
34,540
+16,587
1597
$477K ﹤0.01%
11,492
-344
1598
$475K ﹤0.01%
9,088
1599
$475K ﹤0.01%
2,228
-908
1600
$475K ﹤0.01%
+15,170
62 63
64
65 66