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
1701
$406K ﹤0.01%
+10,236
1702
$405K ﹤0.01%
10,114
+639
1703
$405K ﹤0.01%
10,526
-9,598
1704
$404K ﹤0.01%
10,446
+2,842
1705
$403K ﹤0.01%
3,058
-94
1706
$402K ﹤0.01%
33,621
-1,313
1707
$401K ﹤0.01%
8,702
+1,982
1708
$400K ﹤0.01%
5,587
+7
1709
$397K ﹤0.01%
14,490
+496
1710
$397K ﹤0.01%
25,037
+453
1711
$397K ﹤0.01%
5,881
+931
1712
$396K ﹤0.01%
5,683
-365
1713
$396K ﹤0.01%
43,830
1714
$395K ﹤0.01%
27,626
-1,782
1715
$394K ﹤0.01%
34,314
-12,740
1716
$392K ﹤0.01%
36,091
+2,202
1717
$392K ﹤0.01%
10,941
+334
1718
$391K ﹤0.01%
6,715
+118
1719
$390K ﹤0.01%
+7,798
1720
$390K ﹤0.01%
5,143
+258
1721
$389K ﹤0.01%
+8,695
1722
$388K ﹤0.01%
9,088
+2,126
1723
$386K ﹤0.01%
6,788
+865
1724
$386K ﹤0.01%
25,850
+820
1725
$384K ﹤0.01%
980
+282
67 68
69
70 71