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
1676
$426K ﹤0.01%
+29,515
1677
$426K ﹤0.01%
25,415
+235
1678
$425K ﹤0.01%
23,413
+8,617
1679
$423K ﹤0.01%
3,612
+534
1680
$422K ﹤0.01%
1,963
1681
$420K ﹤0.01%
40,182
-2,473
1682
$420K ﹤0.01%
+15,174
1683
$420K ﹤0.01%
3,992
-8
1684
$419K ﹤0.01%
44,622
+34,622
1685
$418K ﹤0.01%
31,802
+11,879
1686
$417K ﹤0.01%
+14,036
1687
$417K ﹤0.01%
+4,481
1688
$417K ﹤0.01%
5,434
-318
1689
$416K ﹤0.01%
8,582
-417
1690
$415K ﹤0.01%
1,790
-383
1691
$415K ﹤0.01%
6,262
+397
1692
$414K ﹤0.01%
3,809
-64
1693
$414K ﹤0.01%
62,428
-5,470
1694
$414K ﹤0.01%
11,731
+63
1695
$413K ﹤0.01%
+4,890
1696
$412K ﹤0.01%
5,689
-2,369
1697
$412K ﹤0.01%
5,454
-1,347
1698
$409K ﹤0.01%
+2,758
1699
$409K ﹤0.01%
+4,354
1700
$407K ﹤0.01%
10,692
66 67
68
69 70