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
2076
$211K ﹤0.01%
+2,373
2077
$210K ﹤0.01%
+4,495
2078
$210K ﹤0.01%
+7,951
2079
$209K ﹤0.01%
+2,500
2080
$208K ﹤0.01%
+4,311
2081
$207K ﹤0.01%
+927
2082
$207K ﹤0.01%
17,452
-2,118
2083
$206K ﹤0.01%
+8,696
2084
$206K ﹤0.01%
15,515
+2,740
2085
$205K ﹤0.01%
6,094
-10,917
2086
$205K ﹤0.01%
18,769
-3,352
2087
$205K ﹤0.01%
+4,840
2088
$205K ﹤0.01%
+10,998
2089
$204K ﹤0.01%
+8,000
2090
$204K ﹤0.01%
21,700
-3,919
2091
$203K ﹤0.01%
7,072
-8,958
2092
$203K ﹤0.01%
4,037
-84
2093
$202K ﹤0.01%
+3,372
2094
$201K ﹤0.01%
+3,208
2095
$201K ﹤0.01%
+6,500
2096
$201K ﹤0.01%
+7,437
2097
$201K ﹤0.01%
+1,012
2098
$200K ﹤0.01%
+6,942
2099
$200K ﹤0.01%
+4,293
2100
$195K ﹤0.01%
11,914
+324
82 83
84
85 86