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
601
$6.09M 0.02%
101,952
+79,473
602
$6.07M 0.02%
51,630
-813
603
$6.06M 0.02%
163,551
+12,475
604
$6.06M 0.02%
70,432
+6,269
605
$6.06M 0.02%
61,123
-844
606
$6.06M 0.02%
82,941
-22,676
607
$6.04M 0.02%
165,351
-1,458
608
$6.03M 0.02%
130,325
+8,298
609
$6M 0.02%
146,314
-22,451
610
$5.97M 0.02%
+154,510
611
$5.93M 0.02%
125,745
+22,435
612
$5.93M 0.02%
255,328
-750
613
$5.92M 0.02%
63,164
+4,078
614
$5.9M 0.02%
89,611
-436
615
$5.88M 0.02%
121,307
-22,522
616
$5.86M 0.02%
57,096
-3,321
617
$5.85M 0.02%
64,063
-25,120
618
$5.85M 0.02%
114,270
-1,475
619
$5.83M 0.02%
86,347
-18,857
620
$5.83M 0.02%
142,324
-5,347
621
$5.78M 0.02%
84,323
-7,207
622
$5.75M 0.02%
+94,207
623
$5.71M 0.02%
117,529
+28,763
624
$5.66M 0.02%
56,242
+20,105
625
$5.66M 0.02%
291,046
+3,120
23 24
25
26 27