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
1876
$306K ﹤0.01%
23,613
+5,485
1877
$305K ﹤0.01%
+1,489
1878
$303K ﹤0.01%
5,260
+691
1879
$303K ﹤0.01%
21,110
+2,135
1880
$303K ﹤0.01%
+9,516
1881
$302K ﹤0.01%
7,029
-30,030
1882
$302K ﹤0.01%
20,723
+9,877
1883
$302K ﹤0.01%
25,550
-400
1884
$302K ﹤0.01%
9,926
+108
1885
$301K ﹤0.01%
2,828
-805
1886
$301K ﹤0.01%
24,847
+1,904
1887
$300K ﹤0.01%
8,104
1888
$300K ﹤0.01%
+9,158
1889
$300K ﹤0.01%
11,000
1890
$299K ﹤0.01%
10,532
1891
$299K ﹤0.01%
301
+50
1892
$297K ﹤0.01%
+11,259
1893
$297K ﹤0.01%
+11,534
1894
$295K ﹤0.01%
11,534
+305
1895
$295K ﹤0.01%
+2,161
1896
$294K ﹤0.01%
12,903
+496
1897
$292K ﹤0.01%
+3,938
1898
$292K ﹤0.01%
+6,502
1899
$292K ﹤0.01%
9,155
-119
1900
$291K ﹤0.01%
7,793
-5,347
74 75
76
77 78