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
376
$11.9M 0.05%
288,054
+856
377
$11.9M 0.05%
143,556
+115,116
378
$11.9M 0.05%
311,431
+5,104
379
$11.8M 0.05%
389,764
+39,692
380
$11.8M 0.05%
404,410
-4,905
381
$11.8M 0.05%
109,046
+17,366
382
$11.6M 0.05%
179,791
+6,331
383
$11.6M 0.05%
184,640
-63,790
384
$11.6M 0.05%
65,587
+3,200
385
$11.5M 0.04%
106,009
-3,984
386
$11.5M 0.04%
29,648
-3,450
387
$11.5M 0.04%
391,738
+16,057
388
$11.4M 0.04%
165,594
-2,802
389
$11.4M 0.04%
104,837
+80,802
390
$11.3M 0.04%
52,903
+42,583
391
$11.3M 0.04%
200,820
+6,510
392
$11.3M 0.04%
505,742
+86,581
393
$11.3M 0.04%
123,579
+30,516
394
$11.2M 0.04%
170,668
-90,420
395
$11.2M 0.04%
46,200
-1,147
396
$11.2M 0.04%
45,034
-17,315
397
$11.2M 0.04%
195,874
+40,577
398
$11.1M 0.04%
419,839
+90,558
399
$11M 0.04%
312,797
-13,218
400
$11M 0.04%
778,395
+218
14 15
16
17 18