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
1651
$440K ﹤0.01%
1,784
+172
1652
$440K ﹤0.01%
10,381
+50
1653
$439K ﹤0.01%
13,438
1654
$439K ﹤0.01%
11,914
+1,960
1655
$438K ﹤0.01%
20,821
+1,556
1656
$438K ﹤0.01%
9,853
-99
1657
$437K ﹤0.01%
+133
1658
$437K ﹤0.01%
+16,017
1659
$435K ﹤0.01%
19,440
+2,693
1660
$435K ﹤0.01%
4,422
-44
1661
$435K ﹤0.01%
6,285
+259
1662
$432K ﹤0.01%
17,300
-1,300
1663
$432K ﹤0.01%
3,791
-64
1664
$431K ﹤0.01%
9,087
+776
1665
$431K ﹤0.01%
+10,585
1666
$430K ﹤0.01%
23,928
-1,400
1667
$429K ﹤0.01%
11,500
+6,397
1668
$429K ﹤0.01%
6,081
-2,837
1669
$429K ﹤0.01%
11,156
-22,187
1670
$429K ﹤0.01%
15,891
-1,161
1671
$429K ﹤0.01%
3,260
-44
1672
$428K ﹤0.01%
6,734
+1,407
1673
$428K ﹤0.01%
7,068
+232
1674
$427K ﹤0.01%
21,160
-3,189
1675
$426K ﹤0.01%
14,136
-3,909
65 66
67
68 69