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
2176
$104K ﹤0.01%
24,560
+2,000
2177
$104K ﹤0.01%
13,424
-758
2178
$100K ﹤0.01%
16,090
-2,093
2179
$100K ﹤0.01%
2,698
+573
2180
$99K ﹤0.01%
29,336
-3,400
2181
$98K ﹤0.01%
23,000
+6,000
2182
$96K ﹤0.01%
12,793
-1,255
2183
$96K ﹤0.01%
11,314
2184
$95K ﹤0.01%
1,393
-66
2185
$94K ﹤0.01%
39,337
-8,999
2186
$93K ﹤0.01%
23,600
-2,950
2187
$92K ﹤0.01%
12,402
-121
2188
$92K ﹤0.01%
10,650
2189
$91K ﹤0.01%
3,404
2190
$81K ﹤0.01%
12,886
+1,938
2191
$79K ﹤0.01%
14,480
2192
$79K ﹤0.01%
15,096
-47,599
2193
$79K ﹤0.01%
10,500
2194
$77K ﹤0.01%
+2,920
2195
$77K ﹤0.01%
15,000
2196
$73K ﹤0.01%
17,000
2197
$73K ﹤0.01%
12,823
2198
$72K ﹤0.01%
2,838
-1,716
2199
$71K ﹤0.01%
12,397
-1,526
2200
$63K ﹤0.01%
13,000
86 87
88
89 90