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
551
$6.97M 0.03%
106,027
+2,976
552
$6.84M 0.03%
108,177
+53,714
553
$6.81M 0.03%
121,297
-1,389
554
$6.81M 0.03%
27,293
-1,175
555
$6.8M 0.03%
382,673
-651
556
$6.78M 0.03%
37,963
+1,691
557
$6.77M 0.03%
91,195
+27,456
558
$6.77M 0.03%
130,825
-7,509
559
$6.72M 0.03%
288,461
-1,749
560
$6.72M 0.03%
181,881
-7,649
561
$6.68M 0.03%
114,284
+4,360
562
$6.61M 0.03%
414,231
-6,173
563
$6.6M 0.03%
44,869
+14,702
564
$6.59M 0.03%
108,136
-26,314
565
$6.59M 0.03%
211,758
+60,072
566
$6.58M 0.03%
4,991
+70
567
$6.56M 0.03%
60,704
+10,863
568
$6.53M 0.03%
268,549
-35,847
569
$6.49M 0.03%
110,422
-7,241
570
$6.49M 0.03%
162,338
+3,694
571
$6.45M 0.03%
233,850
-12,130
572
$6.45M 0.03%
263,927
+6,650
573
$6.43M 0.03%
525,391
-105,246
574
$6.41M 0.03%
111,172
+37,427
575
$6.4M 0.02%
91,325
+906
21 22
23
24 25