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
351
$12.8M 0.05%
6,338
+1,023
352
$12.8M 0.05%
188,139
+1,349
353
$12.7M 0.05%
393,423
+3,442
354
$12.7M 0.05%
149,455
-4,025
355
$12.7M 0.05%
249,490
-164,040
356
$12.7M 0.05%
24,684
-1,575
357
$12.6M 0.05%
614,934
+24,043
358
$12.6M 0.05%
308,964
+2,528
359
$12.6M 0.05%
629,417
+58,751
360
$12.5M 0.05%
380,035
+1,350
361
$12.5M 0.05%
371,022
-1,147
362
$12.5M 0.05%
118,564
-12,073
363
$12.5M 0.05%
87,860
+2,276
364
$12.4M 0.05%
166,798
+15,259
365
$12.4M 0.05%
72,160
-2,067
366
$12.3M 0.05%
80,984
+1,491
367
$12.3M 0.05%
490,089
-21,661
368
$12.3M 0.05%
269,524
+79,294
369
$12.2M 0.05%
84,049
-2,831
370
$12.1M 0.05%
264,661
-4,110
371
$12.1M 0.05%
148,956
+71,065
372
$12.1M 0.05%
51,315
+7,701
373
$12M 0.05%
315,761
+3,649
374
$12M 0.05%
159,574
+22,907
375
$12M 0.05%
94,216
+4,606
13 14
15
16 17