Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $38.3B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
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 7.42%
3 Financials 7%
4 Industrials 5.47%
5 Consumer Discretionary 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$30.4M 0.15%
346,851
+15,043
152
$30.3M 0.15%
254,653
+67,028
153
$30.3M 0.15%
1,500,262
+113,957
154
$30M 0.14%
634,590
-119,170
155
$29.8M 0.14%
480,912
+402,730
156
$29.4M 0.14%
249,592
+8,904
157
$29.1M 0.14%
524,224
+11,513
158
$28.4M 0.14%
258,908
+11,933
159
$28.4M 0.14%
200,605
+23,833
160
$27.8M 0.13%
472,646
+239,523
161
$27.4M 0.13%
255,797
+37,395
162
$27.2M 0.13%
343,646
+103,598
163
$26.9M 0.13%
127,869
-5,364
164
$26.8M 0.13%
457,601
+13,316
165
$26.5M 0.13%
183,578
-4,621
166
$26.4M 0.13%
550,451
-20,112
167
$26.3M 0.13%
107,403
+3,144
168
$25.6M 0.12%
200,553
+15,913
169
$24.7M 0.12%
409,545
+42,085
170
$24.5M 0.12%
109,343
+8,904
171
$24.1M 0.12%
151,257
+36,228
172
$23.9M 0.12%
201,942
+23,190
173
$23.8M 0.12%
78,126
+6,967
174
$23.7M 0.11%
446,041
+331
175
$23.4M 0.11%
416,395
-31,187
5 6
7
8 9