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
1801
$343K ﹤0.01%
+13,197
1802
$342K ﹤0.01%
+9,310
1803
$342K ﹤0.01%
21,609
+9,000
1804
$341K ﹤0.01%
17,743
+994
1805
$341K ﹤0.01%
16,131
-1,062
1806
$340K ﹤0.01%
42,321
-827
1807
$340K ﹤0.01%
7,959
-995
1808
$340K ﹤0.01%
+43,850
1809
$339K ﹤0.01%
15,631
1810
$339K ﹤0.01%
7,978
1811
$338K ﹤0.01%
5,442
-135
1812
$338K ﹤0.01%
148,100
-5,500
1813
$338K ﹤0.01%
+20,750
1814
$338K ﹤0.01%
21,282
+1,968
1815
$336K ﹤0.01%
2,459
+20
1816
$336K ﹤0.01%
+5,030
1817
$335K ﹤0.01%
1,362
+165
1818
$335K ﹤0.01%
17,362
-5,134
1819
$334K ﹤0.01%
9,581
-804
1820
$334K ﹤0.01%
14,759
+3,451
1821
$334K ﹤0.01%
23,650
-6,680
1822
$333K ﹤0.01%
8,844
1823
$333K ﹤0.01%
4,910
-144
1824
$331K ﹤0.01%
1,541
+350
1825
$331K ﹤0.01%
+4,356
71 72
73
74 75