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
1926
$280K ﹤0.01%
11,188
-96
1927
$279K ﹤0.01%
2,422
-21
1928
$278K ﹤0.01%
15,290
+3,116
1929
$278K ﹤0.01%
3,639
-3,271
1930
$278K ﹤0.01%
16,000
1931
$277K ﹤0.01%
3,924
+138
1932
$277K ﹤0.01%
+3,026
1933
$277K ﹤0.01%
25,344
+3,483
1934
$276K ﹤0.01%
3,472
-968
1935
$275K ﹤0.01%
52,304
+3,579
1936
$275K ﹤0.01%
+12,633
1937
$275K ﹤0.01%
62,056
-309
1938
$275K ﹤0.01%
7,647
-1,047
1939
$275K ﹤0.01%
11,759
-2,347
1940
$275K ﹤0.01%
29,708
+17,908
1941
$273K ﹤0.01%
4,860
1942
$273K ﹤0.01%
9,642
1943
$271K ﹤0.01%
3,959
-81
1944
$270K ﹤0.01%
11,600
-77
1945
$269K ﹤0.01%
2,919
-1,314
1946
$269K ﹤0.01%
+3,932
1947
$269K ﹤0.01%
+36,314
1948
$269K ﹤0.01%
18,998
-1,054
1949
$267K ﹤0.01%
3,999
+311
1950
$267K ﹤0.01%
10,203
+893
76 77
78
79 80