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
626
$5.63M 0.02%
79,084
-3,248
627
$5.62M 0.02%
149,572
-3,187
628
$5.59M 0.02%
52,988
-2,351
629
$5.58M 0.02%
501,090
+29,812
630
$5.58M 0.02%
124,020
-18,670
631
$5.58M 0.02%
117,628
+3,134
632
$5.56M 0.02%
105,680
+34,039
633
$5.56M 0.02%
136,420
-2,200
634
$5.55M 0.02%
24,312
+1,641
635
$5.55M 0.02%
88,956
-618
636
$5.54M 0.02%
175,968
+1,205
637
$5.53M 0.02%
47,147
-733
638
$5.53M 0.02%
9,233
-752
639
$5.52M 0.02%
133,778
+803
640
$5.51M 0.02%
78,391
-7,257
641
$5.48M 0.02%
38,748
+615
642
$5.46M 0.02%
32,934
+1,603
643
$5.43M 0.02%
111,064
-13,270
644
$5.42M 0.02%
62,893
+6,697
645
$5.4M 0.02%
10,579
-251
646
$5.39M 0.02%
97,562
+2,389
647
$5.38M 0.02%
13,451
-557
648
$5.38M 0.02%
45,003
+41,119
649
$5.37M 0.02%
294,526
+13,077
650
$5.33M 0.02%
73,060
+3,247
24 25
26
27 28