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
726
$4.32M 0.02%
58,645
-59,694
727
$4.31M 0.02%
85,918
-1,575
728
$4.31M 0.02%
66,348
+2,163
729
$4.29M 0.02%
361,801
+2,912
730
$4.28M 0.02%
+72,687
731
$4.26M 0.02%
173,230
+7,854
732
$4.26M 0.02%
173,296
-22,892
733
$4.24M 0.02%
141,791
+63,076
734
$4.22M 0.02%
20,552
-698
735
$4.2M 0.02%
57,693
-7,531
736
$4.19M 0.02%
25,262
+14,551
737
$4.17M 0.02%
127,139
+6,651
738
$4.16M 0.02%
221,310
+7,727
739
$4.16M 0.02%
51,830
-20,004
740
$4.15M 0.02%
1,436,043
-9,512
741
$4.14M 0.02%
41,343
-5,456
742
$4.11M 0.02%
16,448
+872
743
$4.1M 0.02%
81,968
+8,096
744
$4.08M 0.02%
93,732
+2,518
745
$4.05M 0.02%
13,309
-823
746
$4.04M 0.02%
54,260
+6,866
747
$4.01M 0.02%
+181,078
748
$4M 0.02%
119,972
-26,747
749
$3.99M 0.02%
45,436
+1,531
750
$3.97M 0.02%
180,205
+27,866
28 29
30
31 32