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
1751
$369K ﹤0.01%
1,706
-1,287
1752
$368K ﹤0.01%
12,768
-3,449
1753
$367K ﹤0.01%
+3,758
1754
$367K ﹤0.01%
+5,092
1755
$367K ﹤0.01%
8,930
-1,600
1756
$367K ﹤0.01%
23,934
+7,392
1757
$367K ﹤0.01%
59,480
+3,588
1758
$366K ﹤0.01%
7,262
-8,559
1759
$365K ﹤0.01%
21,099
+1,089
1760
$365K ﹤0.01%
4,820
+1,020
1761
$365K ﹤0.01%
+12,164
1762
$364K ﹤0.01%
62,003
-3,888
1763
$364K ﹤0.01%
6,936
-958
1764
$364K ﹤0.01%
7,744
-27
1765
$364K ﹤0.01%
+32,087
1766
$363K ﹤0.01%
4,173
-5,075
1767
$363K ﹤0.01%
2,696
+7
1768
$363K ﹤0.01%
28,253
-720
1769
$362K ﹤0.01%
3,013
-861
1770
$362K ﹤0.01%
+9,051
1771
$361K ﹤0.01%
13,866
-2,482
1772
$360K ﹤0.01%
11,292
+791
1773
$359K ﹤0.01%
13,462
+816
1774
$359K ﹤0.01%
21,367
-208,145
1775
$358K ﹤0.01%
8,406
69 70
71
72 73