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
1776
$358K ﹤0.01%
2,252
+5
1777
$357K ﹤0.01%
25,194
1778
$357K ﹤0.01%
34,968
-4,800
1779
$356K ﹤0.01%
10,920
-5,753
1780
$356K ﹤0.01%
19,887
+53
1781
$355K ﹤0.01%
4,086
+705
1782
$355K ﹤0.01%
+47,800
1783
$354K ﹤0.01%
42,871
-3,123
1784
$354K ﹤0.01%
44,039
-1,089
1785
$351K ﹤0.01%
7,246
-21,357
1786
$351K ﹤0.01%
6,825
1787
$350K ﹤0.01%
+33,000
1788
$349K ﹤0.01%
29,275
-2,700
1789
$349K ﹤0.01%
6,682
+603
1790
$348K ﹤0.01%
30,424
-1,732
1791
$348K ﹤0.01%
+12,522
1792
$347K ﹤0.01%
5,774
+11
1793
$346K ﹤0.01%
+50,000
1794
$346K ﹤0.01%
+17,910
1795
$345K ﹤0.01%
2,475
+576
1796
$344K ﹤0.01%
24,309
-1,134
1797
$343K ﹤0.01%
6,184
+593
1798
$343K ﹤0.01%
3,295
+493
1799
$343K ﹤0.01%
+10,485
1800
$343K ﹤0.01%
11,411