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
2151
$141K ﹤0.01%
+500
2152
$141K ﹤0.01%
46,260
-16,256
2153
$140K ﹤0.01%
36,827
+14,400
2154
$138K ﹤0.01%
+13,963
2155
$138K ﹤0.01%
+14,200
2156
$135K ﹤0.01%
13,589
+27
2157
$135K ﹤0.01%
12,150
-3,433
2158
$134K ﹤0.01%
+10,743
2159
$133K ﹤0.01%
24,595
+131
2160
$131K ﹤0.01%
13,491
-450
2161
$131K ﹤0.01%
19,588
+437
2162
$131K ﹤0.01%
14,914
-1,870
2163
$126K ﹤0.01%
34,555
-3,427
2164
$126K ﹤0.01%
+10,875
2165
$123K ﹤0.01%
19,901
+600
2166
$121K ﹤0.01%
1,200
+267
2167
$120K ﹤0.01%
61,233
-12,500
2168
$118K ﹤0.01%
11,889
2169
$117K ﹤0.01%
4,500
+1,250
2170
$117K ﹤0.01%
17,342
2171
$115K ﹤0.01%
+11,840
2172
$113K ﹤0.01%
3,677
-270
2173
$110K ﹤0.01%
12,671
+429
2174
$108K ﹤0.01%
27,250
-6,280
2175
$106K ﹤0.01%
11,912
-800
85 86
87
88 89