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
526
$7.63M 0.03%
159,754
-4,268
527
$7.62M 0.03%
153,547
+12,677
528
$7.58M 0.03%
294,445
+224,798
529
$7.56M 0.03%
73,545
+7,524
530
$7.48M 0.03%
50,839
+46,224
531
$7.39M 0.03%
88,415
+20,846
532
$7.37M 0.03%
94,840
-11,349
533
$7.37M 0.03%
221,119
-32,857
534
$7.3M 0.03%
97,904
-3,183
535
$7.29M 0.03%
85,833
+42,202
536
$7.24M 0.03%
87,987
-2,825
537
$7.23M 0.03%
167,325
+8,933
538
$7.23M 0.03%
33,456
-13,255
539
$7.22M 0.03%
100,955
+34,525
540
$7.19M 0.03%
191,877
+147,638
541
$7.15M 0.03%
306,149
-139,674
542
$7.12M 0.03%
20,026
+2,968
543
$7.11M 0.03%
384,671
+105,331
544
$7.1M 0.03%
85,481
+8,125
545
$7.1M 0.03%
22,149
+15,540
546
$7.02M 0.03%
67,153
+12,687
547
$7.01M 0.03%
290,781
+26,610
548
$7.01M 0.03%
92,856
+38,889
549
$6.99M 0.03%
34,115
+2,472
550
$6.98M 0.03%
689,401
-60,803
20 21
22
23 24