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
801
$3.42M 0.01%
52,255
+53
802
$3.42M 0.01%
209,006
+8,828
803
$3.39M 0.01%
27,033
-678
804
$3.38M 0.01%
54,634
-87
805
$3.38M 0.01%
85,960
+34,449
806
$3.34M 0.01%
10,372
-900
807
$3.34M 0.01%
50,664
+1,672
808
$3.34M 0.01%
9,870
-205
809
$3.33M 0.01%
17,163
+309
810
$3.33M 0.01%
407,803
+53,014
811
$3.33M 0.01%
149,662
+8,721
812
$3.33M 0.01%
26,344
+7,507
813
$3.33M 0.01%
280,555
+26,226
814
$3.33M 0.01%
350,756
-166,405
815
$3.32M 0.01%
52,554
+9,818
816
$3.3M 0.01%
116,357
-1,143
817
$3.29M 0.01%
29,800
-1,842
818
$3.29M 0.01%
40,248
-6,132
819
$3.29M 0.01%
27,285
+410
820
$3.26M 0.01%
20,829
-2,316
821
$3.26M 0.01%
19,129
+8,937
822
$3.23M 0.01%
23,024
+495
823
$3.21M 0.01%
178,772
-5,708
824
$3.18M 0.01%
46,112
+1,343
825
$3.17M 0.01%
62,745
+45,366
31 32
33
34 35