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
1826
$330K ﹤0.01%
7,731
+2,111
1827
$330K ﹤0.01%
3,898
-4,520
1828
$330K ﹤0.01%
4,500
1829
$330K ﹤0.01%
10,289
-7,340
1830
$329K ﹤0.01%
107,916
+13,350
1831
$329K ﹤0.01%
23,234
-212
1832
$329K ﹤0.01%
13,708
-666
1833
$329K ﹤0.01%
7,320
-918
1834
$328K ﹤0.01%
10,684
+570
1835
$328K ﹤0.01%
11,927
-310
1836
$328K ﹤0.01%
22,032
+7,362
1837
$328K ﹤0.01%
50,786
-3,088
1838
$327K ﹤0.01%
52,028
1839
$327K ﹤0.01%
8,034
+604
1840
$326K ﹤0.01%
+5,759
1841
$326K ﹤0.01%
+6,631
1842
$325K ﹤0.01%
38,424
-32,941
1843
$323K ﹤0.01%
5,407
-1,575
1844
$323K ﹤0.01%
13,926
-2,503
1845
$322K ﹤0.01%
15,448
-47,916
1846
$322K ﹤0.01%
17,389
+6,897
1847
$321K ﹤0.01%
13,866
-1,343
1848
$321K ﹤0.01%
38,086
-5,168
1849
$319K ﹤0.01%
11,169
-715
1850
$318K ﹤0.01%
1,712
+130
72 73
74
75 76