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
701
$4.66M 0.02%
9,089
+642
702
$4.66M 0.02%
58,895
+54,917
703
$4.65M 0.02%
207,876
+7,240
704
$4.64M 0.02%
75,672
-13,028
705
$4.63M 0.02%
105,071
-15,781
706
$4.62M 0.02%
65,355
+29,676
707
$4.59M 0.02%
136,612
+121,889
708
$4.58M 0.02%
116,403
+21,378
709
$4.58M 0.02%
249,390
-3,586
710
$4.56M 0.02%
34,373
-1,952
711
$4.54M 0.02%
31,662
+1,928
712
$4.53M 0.02%
30,264
-40
713
$4.48M 0.02%
1,817
+47
714
$4.47M 0.02%
35,812
+1,888
715
$4.46M 0.02%
32,159
-12,996
716
$4.46M 0.02%
47,240
+2,618
717
$4.45M 0.02%
38,369
-6,500
718
$4.43M 0.02%
+108,446
719
$4.43M 0.02%
116,549
+94,757
720
$4.43M 0.02%
13,175
-27,664
721
$4.37M 0.02%
478,623
-38,312
722
$4.37M 0.02%
95,899
+3,187
723
$4.36M 0.02%
27,587
+1,375
724
$4.36M 0.02%
202,143
+77,751
725
$4.33M 0.02%
70,287
+12,458
27 28
29
30 31