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
476
$8.88M 0.03%
375,230
-274,858
477
$8.78M 0.03%
36,933
-874
478
$8.75M 0.03%
32,751
+30,875
479
$8.64M 0.03%
356,387
-32,070
480
$8.62M 0.03%
21,491
-978
481
$8.58M 0.03%
245,652
+21,470
482
$8.58M 0.03%
208,548
-11,574
483
$8.55M 0.03%
100,894
+27,061
484
$8.54M 0.03%
474,078
+111,468
485
$8.52M 0.03%
308,586
+89,945
486
$8.5M 0.03%
158,961
+7,215
487
$8.48M 0.03%
164,777
-5,368
488
$8.47M 0.03%
301,855
-8,527
489
$8.46M 0.03%
162,151
+1,693
490
$8.46M 0.03%
+315,320
491
$8.43M 0.03%
217,739
-18,810
492
$8.41M 0.03%
86,259
+933
493
$8.38M 0.03%
442,584
+15,649
494
$8.36M 0.03%
81,010
+12,854
495
$8.35M 0.03%
190,145
-33,762
496
$8.27M 0.03%
133,267
-8,246
497
$8.27M 0.03%
121,917
+10,495
498
$8.27M 0.03%
23,378
+2,151
499
$8.27M 0.03%
109,004
-10,113
500
$8.24M 0.03%
85,032
-4,399
18 19
20
21 22