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
676
$4.99M 0.02%
109,569
+60,248
677
$4.98M 0.02%
146,353
+80,220
678
$4.96M 0.02%
27,639
-7,565
679
$4.95M 0.02%
57,880
-940
680
$4.94M 0.02%
44,174
+5,578
681
$4.94M 0.02%
100,235
-14,735
682
$4.94M 0.02%
62,745
-2,666
683
$4.93M 0.02%
29,306
-1,579
684
$4.89M 0.02%
71,660
-3,232
685
$4.86M 0.02%
186,485
-2,659
686
$4.84M 0.02%
63,287
+13,983
687
$4.84M 0.02%
82,379
+1,660
688
$4.83M 0.02%
586,315
+10,062
689
$4.81M 0.02%
106,442
+43,900
690
$4.8M 0.02%
1,321,931
+148,970
691
$4.79M 0.02%
839,472
-63,849
692
$4.78M 0.02%
56,265
+17,481
693
$4.77M 0.02%
282,623
+35,678
694
$4.75M 0.02%
195,490
+45,029
695
$4.74M 0.02%
225,941
-90,702
696
$4.74M 0.02%
627,523
+26,065
697
$4.7M 0.02%
331,096
-8,100
698
$4.7M 0.02%
111,971
-1,407
699
$4.67M 0.02%
120,586
-259
700
$4.66M 0.02%
414,162
+12,906
26 27
28
29 30