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
1601
$474K ﹤0.01%
21,606
+1,007
1602
$473K ﹤0.01%
51,435
+85
1603
$473K ﹤0.01%
+10,000
1604
$472K ﹤0.01%
34,474
+1,532
1605
$472K ﹤0.01%
12,231
-1,900
1606
$472K ﹤0.01%
+43,285
1607
$471K ﹤0.01%
+6,001
1608
$470K ﹤0.01%
71,854
-493
1609
$470K ﹤0.01%
25,194
+483
1610
$469K ﹤0.01%
17,575
+350
1611
$469K ﹤0.01%
4,337
+386
1612
$469K ﹤0.01%
34,579
+320
1613
$467K ﹤0.01%
14,462
-2,016
1614
$467K ﹤0.01%
6,143
+878
1615
$464K ﹤0.01%
13,122
-5,225
1616
$464K ﹤0.01%
7,515
-100
1617
$463K ﹤0.01%
4,842
1618
$463K ﹤0.01%
+8,514
1619
$461K ﹤0.01%
19,151
+1,312
1620
$461K ﹤0.01%
17,785
-4,467
1621
$461K ﹤0.01%
+7,885
1622
$459K ﹤0.01%
6,795
-1,232
1623
$459K ﹤0.01%
30,136
-140
1624
$457K ﹤0.01%
19,880
-983
1625
$457K ﹤0.01%
+8,491
63 64
65
66 67