Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $42.2B
1-Year Est. Return 18.09%
This Quarter Est. Return
1 Year Est. Return
+18.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$25.7B
AUM Growth
+$2.34B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,690
New
Increased
Reduced
Closed

Top Buys

1
+$72.7M
2
+$55M
3
+$42.5M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$41.2M
5
IYW icon
iShares US Technology ETF
IYW
+$39M

Top Sells

1
+$118M
2
+$87.6M
3
+$51.1M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$46.3M
5
HDV icon
iShares Core High Dividend ETF
HDV
+$30.7M

Sector Composition

1 Technology 9.88%
2 Healthcare 8.04%
3 Financials 7.44%
4 Industrials 6.47%
5 Consumer Staples 4.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$102K ﹤0.01%
3,974
+316
2477
$99K ﹤0.01%
+11,007
2478
$97K ﹤0.01%
23,942
-11,155
2479
$95K ﹤0.01%
17,048
+644
2480
$94K ﹤0.01%
16,614
-1,490
2481
$93K ﹤0.01%
10,659
-4,952
2482
$90K ﹤0.01%
502
-7
2483
$88K ﹤0.01%
17,000
2484
$88K ﹤0.01%
+11,094
2485
$87K ﹤0.01%
11,600
-950
2486
$85K ﹤0.01%
12,502
-172
2487
$85K ﹤0.01%
55,676
-150
2488
$84K ﹤0.01%
24,228
-728
2489
$84K ﹤0.01%
10,000
2490
$82K ﹤0.01%
11,710
-5,586
2491
$81K ﹤0.01%
10,000
2492
$81K ﹤0.01%
590
+386
2493
$78K ﹤0.01%
14,714
-10,954
2494
$74K ﹤0.01%
3,191
+104
2495
$74K ﹤0.01%
11,563
-1,300
2496
$72K ﹤0.01%
10,000
-300
2497
$71K ﹤0.01%
12,150
2498
$71K ﹤0.01%
+10,799
2499
$70K ﹤0.01%
25,971
+679
2500
$68K ﹤0.01%
+12,564
98 99
100
101 102