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
1901
$290K ﹤0.01%
+8,164
1902
$289K ﹤0.01%
19,850
+3,225
1903
$289K ﹤0.01%
+55,870
1904
$289K ﹤0.01%
+17,229
1905
$288K ﹤0.01%
5,780
+175
1906
$288K ﹤0.01%
13,848
-2,615
1907
$288K ﹤0.01%
3,020
-129
1908
$288K ﹤0.01%
10,600
1909
$288K ﹤0.01%
9,396
+1,179
1910
$287K ﹤0.01%
798
-579
1911
$286K ﹤0.01%
+19,161
1912
$285K ﹤0.01%
36,290
+12,128
1913
$285K ﹤0.01%
+3,255
1914
$284K ﹤0.01%
3,535
-2,154
1915
$283K ﹤0.01%
9,879
-6,139
1916
$283K ﹤0.01%
6,959
+87
1917
$283K ﹤0.01%
8,909
-6,345
1918
$283K ﹤0.01%
23,700
+4,000
1919
$282K ﹤0.01%
18,549
+888
1920
$282K ﹤0.01%
9,568
-1,970
1921
$282K ﹤0.01%
+8,308
1922
$281K ﹤0.01%
+2,061
1923
$281K ﹤0.01%
+1,937
1924
$281K ﹤0.01%
9,777
+111
1925
$280K ﹤0.01%
4,206
-273
75 76
77
78 79