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
2126
$159K ﹤0.01%
50,504
+400
2127
$159K ﹤0.01%
5,246
-75,440
2128
$159K ﹤0.01%
+14,803
2129
$158K ﹤0.01%
+23,655
2130
$156K ﹤0.01%
10,077
-2,346
2131
$156K ﹤0.01%
+12,959
2132
$155K ﹤0.01%
10,632
-19,069
2133
$155K ﹤0.01%
62,663
+10,425
2134
$154K ﹤0.01%
+11,800
2135
$154K ﹤0.01%
24,191
+12,250
2136
$154K ﹤0.01%
+18,200
2137
$153K ﹤0.01%
+10,596
2138
$152K ﹤0.01%
11,614
+500
2139
$150K ﹤0.01%
10,561
-3,332
2140
$150K ﹤0.01%
1,408
+13
2141
$150K ﹤0.01%
+20,110
2142
$149K ﹤0.01%
10,502
-2,218
2143
$149K ﹤0.01%
30,052
-206
2144
$149K ﹤0.01%
+13,928
2145
$149K ﹤0.01%
16,200
-10,600
2146
$148K ﹤0.01%
26,374
+4,530
2147
$146K ﹤0.01%
28,633
+2,652
2148
$146K ﹤0.01%
+12,879
2149
$145K ﹤0.01%
+12,120
2150
$145K ﹤0.01%
14,665
-2,000