Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $38.3B
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
+17.21%
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 7.42%
3 Financials 7%
4 Industrials 5.47%
5 Consumer Discretionary 4.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2026
$230K ﹤0.01%
9,736
-222
2027
$230K ﹤0.01%
+4,355
2028
$230K ﹤0.01%
+8,480
2029
$229K ﹤0.01%
6,975
+1
2030
$228K ﹤0.01%
+3,535
2031
$228K ﹤0.01%
9,600
2032
$228K ﹤0.01%
+7,450
2033
$227K ﹤0.01%
+13,340
2034
$227K ﹤0.01%
+6,735
2035
$226K ﹤0.01%
+5,309
2036
$226K ﹤0.01%
3,830
-850
2037
$225K ﹤0.01%
18,502
-5,299
2038
$224K ﹤0.01%
+1,385
2039
$224K ﹤0.01%
+9,009
2040
$224K ﹤0.01%
+10,420
2041
$224K ﹤0.01%
6,035
-1,391
2042
$224K ﹤0.01%
27,745
+12,075
2043
$223K ﹤0.01%
13,686
-71
2044
$223K ﹤0.01%
+3,663
2045
$223K ﹤0.01%
+3,079
2046
$223K ﹤0.01%
+5,950
2047
$222K ﹤0.01%
+8,204
2048
$222K ﹤0.01%
10,300
2049
$221K ﹤0.01%
+2,308
2050
$221K ﹤0.01%
+3,356
80 81
82
83 84