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
751
$3.96M 0.02%
84,567
752
$3.94M 0.02%
113,402
+40,696
753
$3.93M 0.02%
76,950
+18,627
754
$3.92M 0.02%
81,838
-15,066
755
$3.91M 0.02%
18,558
+7,221
756
$3.9M 0.02%
137,011
+2,920
757
$3.9M 0.02%
44,229
-29,197
758
$3.89M 0.02%
133,749
+118
759
$3.88M 0.02%
337,851
+1,256
760
$3.88M 0.02%
165,267
+83,510
761
$3.85M 0.02%
29,894
-1,681
762
$3.84M 0.02%
40,451
+786
763
$3.84M 0.02%
104,083
+30,625
764
$3.84M 0.02%
20,804
-1,309
765
$3.83M 0.01%
172,021
-97,166
766
$3.83M 0.01%
215,202
+3,638
767
$3.83M 0.01%
5,306
+1,299
768
$3.83M 0.01%
148,740
+25,031
769
$3.82M 0.01%
12,728
+609
770
$3.81M 0.01%
507,758
-3,780
771
$3.79M 0.01%
9,299
-16,238
772
$3.79M 0.01%
40,797
+1,253
773
$3.75M 0.01%
246,073
-96,454
774
$3.73M 0.01%
113,015
+67,104
775
$3.72M 0.01%
281,396
+43,423
29 30
31
32 33