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
276
$17.2M 0.07%
70,323
+26,652
277
$17M 0.07%
626,757
-22,854
278
$16.8M 0.07%
596,142
+141,977
279
$16.6M 0.06%
118,461
+7,561
280
$16.6M 0.06%
158,527
+6,944
281
$16.5M 0.06%
117,515
+4,502
282
$16.4M 0.06%
117,158
-163
283
$16.3M 0.06%
96,956
+3,881
284
$16.3M 0.06%
189,717
-57,134
285
$16.3M 0.06%
386,950
+19,570
286
$16.2M 0.06%
77,971
+536
287
$16.2M 0.06%
446,400
-17,242
288
$16.1M 0.06%
440,152
+33,590
289
$16.1M 0.06%
157,235
+3,837
290
$16M 0.06%
543,870
-147,960
291
$16M 0.06%
348,982
+138,485
292
$16M 0.06%
34,113
-556
293
$16M 0.06%
250,283
+3,806
294
$15.9M 0.06%
100,191
+38,806
295
$15.9M 0.06%
191,384
+21,558
296
$15.7M 0.06%
752,413
+66,617
297
$15.6M 0.06%
646,821
+9,556
298
$15.6M 0.06%
335,343
+45,292
299
$15.5M 0.06%
177,324
+18,067
300
$15.5M 0.06%
209,616
+1,088
10 11
12
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