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
201
$20.5M 0.1%
77,701
+3,810
202
$20.3M 0.1%
95,730
+5,251
203
$19.8M 0.1%
99,471
+2,153
204
$19.8M 0.1%
361,604
-13,965
205
$19.7M 0.1%
245,600
+7,763
206
$19.5M 0.09%
318,210
-12,155
207
$19.4M 0.09%
137,730
+21,409
208
$19.4M 0.09%
514,707
+118,467
209
$19.2M 0.09%
73,619
+8,818
210
$19.1M 0.09%
71,012
+1,814
211
$19.1M 0.09%
600,128
+24,628
212
$18.8M 0.09%
215,316
+24,060
213
$18.8M 0.09%
368,054
+82,668
214
$18.5M 0.09%
357,681
+35,424
215
$18.5M 0.09%
422,530
-36,739
216
$18.4M 0.09%
152,072
-18,161
217
$18.3M 0.09%
76,818
+2,907
218
$18.2M 0.09%
487,754
-97,175
219
$18.1M 0.09%
256,035
-3,040
220
$17.9M 0.09%
760,162
-13,870
221
$17.8M 0.09%
120,673
+2,583
222
$17.8M 0.09%
259,158
-7,248
223
$17.7M 0.09%
438,075
-35,815
224
$17.7M 0.09%
221,823
+11,255
225
$17.5M 0.08%
569,373
-85,208
7 8
9
10 11