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
1976
$257K ﹤0.01%
+3,701
1977
$257K ﹤0.01%
11,077
-121,688
1978
$257K ﹤0.01%
+5,919
1979
$257K ﹤0.01%
15,510
-157
1980
$256K ﹤0.01%
20,098
+850
1981
$254K ﹤0.01%
344
-29
1982
$254K ﹤0.01%
+4,103
1983
$253K ﹤0.01%
17,242
+222
1984
$252K ﹤0.01%
12,458
-49
1985
$252K ﹤0.01%
+7,988
1986
$251K ﹤0.01%
+2,044
1987
$250K ﹤0.01%
1,181
1988
$248K ﹤0.01%
2,139
-473
1989
$248K ﹤0.01%
1,848
-22,316
1990
$248K ﹤0.01%
23,640
+4,240
1991
$247K ﹤0.01%
4,201
-370
1992
$247K ﹤0.01%
+926
1993
$246K ﹤0.01%
29,951
+2,138
1994
$245K ﹤0.01%
+2,602
1995
$244K ﹤0.01%
23,513
-697
1996
$243K ﹤0.01%
+4,260
1997
$242K ﹤0.01%
6,024
-83
1998
$241K ﹤0.01%
+8,659
1999
$241K ﹤0.01%
13,838
+855
2000
$241K ﹤0.01%
+5,913
78 79
80
81 82