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
1851
$318K ﹤0.01%
11,242
-557
1852
$318K ﹤0.01%
2,389
1853
$317K ﹤0.01%
4,452
+2
1854
$317K ﹤0.01%
12,595
+417
1855
$315K ﹤0.01%
9,000
-3,800
1856
$315K ﹤0.01%
+370
1857
$314K ﹤0.01%
6,761
-1,713
1858
$314K ﹤0.01%
11,016
+2,644
1859
$314K ﹤0.01%
+4,605
1860
$313K ﹤0.01%
9,215
+1,059
1861
$313K ﹤0.01%
4,553
+32
1862
$312K ﹤0.01%
+5,025
1863
$311K ﹤0.01%
+4,958
1864
$311K ﹤0.01%
6,580
+62
1865
$311K ﹤0.01%
12,298
-354
1866
$310K ﹤0.01%
50,571
+159
1867
$310K ﹤0.01%
18,066
+87
1868
$309K ﹤0.01%
+5,482
1869
$309K ﹤0.01%
20,616
+830
1870
$309K ﹤0.01%
2,153
-118
1871
$309K ﹤0.01%
1,766
-123
1872
$307K ﹤0.01%
14,058
+1,558
1873
$307K ﹤0.01%
6,062
-132
1874
$306K ﹤0.01%
15,737
-2,538
1875
$306K ﹤0.01%
5,032
+437
73 74
75
76 77