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
576
$6.4M 0.02%
289,478
+423
577
$6.4M 0.02%
27,735
+23,076
578
$6.36M 0.02%
75,862
+6,042
579
$6.34M 0.02%
32,597
-3,325
580
$6.31M 0.02%
24,597
-1,253
581
$6.29M 0.02%
62,386
+5,784
582
$6.28M 0.02%
98,634
-1,928
583
$6.27M 0.02%
366,941
+78,157
584
$6.26M 0.02%
66,306
+8,687
585
$6.23M 0.02%
144,035
-3,578
586
$6.22M 0.02%
9,498
-302
587
$6.21M 0.02%
255,780
+2,470
588
$6.21M 0.02%
48,151
-261
589
$6.21M 0.02%
61,430
+4,768
590
$6.2M 0.02%
159,224
-112,697
591
$6.19M 0.02%
74,937
+333
592
$6.19M 0.02%
28,870
+10,389
593
$6.18M 0.02%
46,690
+35,062
594
$6.16M 0.02%
125,158
+109,327
595
$6.15M 0.02%
65,407
+2,487
596
$6.15M 0.02%
87,124
+12,533
597
$6.13M 0.02%
338,692
-1,884
598
$6.12M 0.02%
34,068
+1,040
599
$6.11M 0.02%
460,692
+20,120
600
$6.09M 0.02%
111,571
+6,820
22 23
24
25 26