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
501
$8.22M 0.03%
38,788
+10,683
502
$8.21M 0.03%
44,703
+10,290
503
$8.2M 0.03%
31,830
-1,034
504
$8.1M 0.03%
76,966
+1,380
505
$8.05M 0.03%
39,803
-1,724
506
$8.03M 0.03%
240,924
+11,124
507
$7.98M 0.03%
160,115
+13,383
508
$7.96M 0.03%
715,485
+31,599
509
$7.85M 0.03%
379,430
+14,488
510
$7.82M 0.03%
156,091
-28,833
511
$7.8M 0.03%
163,204
-8,342
512
$7.79M 0.03%
164,141
+39,464
513
$7.75M 0.03%
204,372
-34,607
514
$7.74M 0.03%
67,374
+2,121
515
$7.73M 0.03%
41,363
+3,077
516
$7.71M 0.03%
9,861
+1,179
517
$7.7M 0.03%
241,760
+124,720
518
$7.68M 0.03%
842,564
-49,038
519
$7.67M 0.03%
92,816
+12,924
520
$7.67M 0.03%
+279,432
521
$7.66M 0.03%
+338,899
522
$7.66M 0.03%
25,337
+1,666
523
$7.65M 0.03%
374,400
+19,069
524
$7.64M 0.03%
194,161
+130,237
525
$7.64M 0.03%
83,493
+57,317
19 20
21
22 23