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
451
$9.57M 0.04%
291,234
+126,355
452
$9.51M 0.04%
59,204
-1,358
453
$9.42M 0.04%
165,348
+28,551
454
$9.42M 0.04%
187,093
-73,957
455
$9.4M 0.04%
206,436
+179,838
456
$9.39M 0.04%
89,129
+8,668
457
$9.39M 0.04%
135,749
+130,179
458
$9.34M 0.04%
308,165
-1,525
459
$9.26M 0.04%
105,733
-2,863
460
$9.26M 0.04%
187,148
+3,577
461
$9.26M 0.04%
143,325
+118,560
462
$9.23M 0.04%
120,614
+2,179
463
$9.2M 0.04%
178,593
-52,833
464
$9.17M 0.04%
158,563
-26,652
465
$9.15M 0.04%
883,778
+291,100
466
$9.14M 0.04%
195,870
-7,761
467
$9.14M 0.04%
215,862
+159,795
468
$9.09M 0.04%
148,199
-8,843
469
$9.06M 0.04%
56,170
-1,194
470
$9.05M 0.04%
350,811
+28,905
471
$9.01M 0.04%
58,444
+196
472
$8.96M 0.03%
41,122
-2,496
473
$8.95M 0.03%
130,437
-7,059
474
$8.95M 0.03%
130,011
-19,523
475
$8.93M 0.03%
39,111
-3,706
17 18
19
20 21