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
851
$3.01M 0.01%
29,722
+12,169
852
$3.01M 0.01%
70,064
-3,943
853
$2.98M 0.01%
85,841
-3,792
854
$2.97M 0.01%
260,914
+60,353
855
$2.96M 0.01%
16,368
+247
856
$2.96M 0.01%
241,074
+7,930
857
$2.96M 0.01%
17,327
+68
858
$2.95M 0.01%
45,600
+1,912
859
$2.94M 0.01%
22,149
-1,915
860
$2.92M 0.01%
84,464
-12,067
861
$2.91M 0.01%
+94,908
862
$2.91M 0.01%
125,390
+5,570
863
$2.9M 0.01%
50,329
+10,848
864
$2.9M 0.01%
92,808
-7,937
865
$2.87M 0.01%
3,392
-32
866
$2.87M 0.01%
226,646
-1,735
867
$2.85M 0.01%
78,094
+1,977
868
$2.84M 0.01%
8,372
+189
869
$2.82M 0.01%
20,555
-1,436
870
$2.81M 0.01%
13,348
-22,477
871
$2.81M 0.01%
34,495
+2,881
872
$2.81M 0.01%
78,830
+7,121
873
$2.8M 0.01%
19,229
+6,399
874
$2.8M 0.01%
48,220
-4,385
875
$2.79M 0.01%
5,992
-467
33 34
35
36 37