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
1726
$384K ﹤0.01%
+13,609
1727
$383K ﹤0.01%
12,742
+2,025
1728
$383K ﹤0.01%
3,985
-22
1729
$383K ﹤0.01%
+13,157
1730
$382K ﹤0.01%
16,373
-366
1731
$381K ﹤0.01%
12,230
-371
1732
$380K ﹤0.01%
23,840
+1,343
1733
$379K ﹤0.01%
93
+17
1734
$379K ﹤0.01%
3,999
-939
1735
$379K ﹤0.01%
4,605
1736
$378K ﹤0.01%
+3,800
1737
$377K ﹤0.01%
7,838
+620
1738
$376K ﹤0.01%
9,830
+108
1739
$376K ﹤0.01%
3,925
-125
1740
$376K ﹤0.01%
+22,117
1741
$376K ﹤0.01%
29,490
+7,544
1742
$375K ﹤0.01%
+8,575
1743
$375K ﹤0.01%
+10,873
1744
$373K ﹤0.01%
6,492
+233
1745
$372K ﹤0.01%
26,190
-7,200
1746
$372K ﹤0.01%
18,956
-820
1747
$371K ﹤0.01%
10,919
-230
1748
$371K ﹤0.01%
+16,497
1749
$370K ﹤0.01%
5,693
+453
1750
$369K ﹤0.01%
51,393
+3,040
68 69
70
71 72