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
876
$2.78M 0.01%
154,411
-380
877
$2.75M 0.01%
45,421
-2,603
878
$2.74M 0.01%
31,754
879
$2.73M 0.01%
82,318
+7,896
880
$2.73M 0.01%
91,297
+7,278
881
$2.73M 0.01%
141,900
+18,156
882
$2.73M 0.01%
144,876
+11,642
883
$2.72M 0.01%
21,594
+9,053
884
$2.72M 0.01%
43,672
-25,693
885
$2.71M 0.01%
308,501
+3,286
886
$2.71M 0.01%
30,063
+23,839
887
$2.7M 0.01%
14,323
-499
888
$2.69M 0.01%
11,469
+784
889
$2.69M 0.01%
15,206
-7,968
890
$2.69M 0.01%
36,228
-703
891
$2.69M 0.01%
10,981
-1,006
892
$2.68M 0.01%
297,850
+16,440
893
$2.68M 0.01%
31,250
+1,795
894
$2.68M 0.01%
32,581
-3
895
$2.67M 0.01%
92,645
-15,317
896
$2.67M 0.01%
50,923
-295
897
$2.66M 0.01%
165,112
-54,804
898
$2.66M 0.01%
35,224
-8,568
899
$2.64M 0.01%
91,973
+15,536
900
$2.64M 0.01%
53,385
+5,657
34 35
36
37 38