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
426
$10.3M 0.04%
252,600
+76,988
427
$10.3M 0.04%
285,693
+21,796
428
$10.3M 0.04%
33,076
+23,188
429
$10.3M 0.04%
182,402
+116,994
430
$10.2M 0.04%
58,360
+1,090
431
$10.2M 0.04%
329,987
+32,498
432
$10.1M 0.04%
36,392
+4,978
433
$10.1M 0.04%
456,343
+78,951
434
$10M 0.04%
168,602
+36,159
435
$10M 0.04%
158,560
-6,283
436
$9.97M 0.04%
221,559
+49,977
437
$9.94M 0.04%
100,128
+14,810
438
$9.94M 0.04%
58,083
-7,882
439
$9.86M 0.04%
116,290
+7,185
440
$9.86M 0.04%
221,055
+4,888
441
$9.84M 0.04%
204,173
-32,822
442
$9.83M 0.04%
207,349
+16,534
443
$9.77M 0.04%
820,219
+153,317
444
$9.76M 0.04%
396,531
-533,250
445
$9.74M 0.04%
351,318
+314,134
446
$9.71M 0.04%
+218,479
447
$9.71M 0.04%
247,318
+6,990
448
$9.69M 0.04%
300,533
+38,786
449
$9.6M 0.04%
24,654
+2,877
450
$9.59M 0.04%
98,430
-67,276
16 17
18
19 20