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
1626
$456K ﹤0.01%
8,058
-244
1627
$456K ﹤0.01%
3,809
+19
1628
$455K ﹤0.01%
+14,647
1629
$453K ﹤0.01%
13,345
+75
1630
$452K ﹤0.01%
10,322
-719
1631
$451K ﹤0.01%
+4,556
1632
$450K ﹤0.01%
+7,794
1633
$450K ﹤0.01%
4,462
+997
1634
$449K ﹤0.01%
8,920
+1,245
1635
$448K ﹤0.01%
18,386
+4,136
1636
$448K ﹤0.01%
10,717
-428
1637
$448K ﹤0.01%
7,457
+1,990
1638
$448K ﹤0.01%
15,594
-195
1639
$447K ﹤0.01%
10,816
-538
1640
$444K ﹤0.01%
6,154
-906
1641
$444K ﹤0.01%
+18,873
1642
$444K ﹤0.01%
871
-903
1643
$443K ﹤0.01%
+9,309
1644
$443K ﹤0.01%
16,061
+520
1645
$443K ﹤0.01%
7,716
-2,221
1646
$442K ﹤0.01%
10,497
-615
1647
$441K ﹤0.01%
19,846
-1,235
1648
$441K ﹤0.01%
76,671
-5,753
1649
$441K ﹤0.01%
+19,263
1650
$440K ﹤0.01%
5,994
-162
64 65
66
67 68