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
326
$13.9M 0.05%
1,239,164
+621,387
327
$13.8M 0.05%
746,564
+21,691
328
$13.8M 0.05%
480,545
+97,975
329
$13.7M 0.05%
174,949
+14,307
330
$13.7M 0.05%
100,917
-94,833
331
$13.7M 0.05%
59,769
-199
332
$13.5M 0.05%
31,280
+3,694
333
$13.5M 0.05%
545,407
-37,174
334
$13.5M 0.05%
271,749
+83,823
335
$13.5M 0.05%
122,659
+55,134
336
$13.4M 0.05%
206,621
+39,167
337
$13.3M 0.05%
40,186
-911
338
$13.3M 0.05%
161,098
-44,649
339
$13.3M 0.05%
940,515
+19,784
340
$13.1M 0.05%
112,804
-3,470
341
$13.1M 0.05%
824,453
+60,003
342
$13.1M 0.05%
293,100
+48,471
343
$13M 0.05%
84,887
+5,533
344
$13M 0.05%
99,977
+1,266
345
$13M 0.05%
48,885
-11,325
346
$12.9M 0.05%
88,811
+8,633
347
$12.9M 0.05%
73,625
+989
348
$12.8M 0.05%
+430,423
349
$12.8M 0.05%
85,940
+7,884
350
$12.8M 0.05%
134,728
+10,571
12 13
14
15 16