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
776
$3.69M 0.01%
64,057
-29,165
777
$3.65M 0.01%
15,322
+311
778
$3.65M 0.01%
30,113
-1,461
779
$3.63M 0.01%
101,827
-1,380
780
$3.62M 0.01%
46,799
-69
781
$3.62M 0.01%
36,954
-767
782
$3.61M 0.01%
33,751
+1,299
783
$3.6M 0.01%
26,523
-7,859
784
$3.6M 0.01%
119,074
+57,282
785
$3.59M 0.01%
75,614
+14,939
786
$3.59M 0.01%
48,851
-2,399
787
$3.59M 0.01%
90,630
+4,030
788
$3.56M 0.01%
11,419
-197
789
$3.53M 0.01%
139,817
-111,674
790
$3.52M 0.01%
126,223
+43,490
791
$3.5M 0.01%
43,829
+14,058
792
$3.49M 0.01%
52,811
-2,780
793
$3.49M 0.01%
116,969
+25,359
794
$3.47M 0.01%
42,652
-4
795
$3.47M 0.01%
68,461
+2,577
796
$3.47M 0.01%
49,478
-1,005
797
$3.47M 0.01%
133,882
-62,686
798
$3.45M 0.01%
34,543
-8,017
799
$3.44M 0.01%
78,326
+4,873
800
$3.44M 0.01%
127,889
-9,278
30 31
32
33 34