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
1951
$266K ﹤0.01%
13,230
+1,283
1952
$266K ﹤0.01%
+5,603
1953
$266K ﹤0.01%
2,549
-12,959
1954
$266K ﹤0.01%
40,553
+1,889
1955
$265K ﹤0.01%
4,930
-3,443
1956
$265K ﹤0.01%
+4,930
1957
$265K ﹤0.01%
27,910
-569
1958
$265K ﹤0.01%
4,002
-2,084
1959
$264K ﹤0.01%
12,148
-984
1960
$264K ﹤0.01%
+10,322
1961
$264K ﹤0.01%
+25,212
1962
$263K ﹤0.01%
5,622
+31
1963
$263K ﹤0.01%
24,601
1964
$263K ﹤0.01%
+29,550
1965
$262K ﹤0.01%
16,747
+2,675
1966
$261K ﹤0.01%
+3,395
1967
$261K ﹤0.01%
12,995
-5,619
1968
$260K ﹤0.01%
8,739
-3,440
1969
$260K ﹤0.01%
+9,622
1970
$260K ﹤0.01%
+4,827
1971
$260K ﹤0.01%
+7,150
1972
$260K ﹤0.01%
27,588
-575
1973
$259K ﹤0.01%
7,320
-637
1974
$259K ﹤0.01%
6,491
-1,062
1975
$258K ﹤0.01%
+13,306
77 78
79
80 81