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
901
$2.63M 0.01%
50,578
+7,180
902
$2.62M 0.01%
82,622
+23,012
903
$2.62M 0.01%
108,574
+1,587
904
$2.62M 0.01%
89,485
-22,325
905
$2.62M 0.01%
27,080
+894
906
$2.61M 0.01%
36,358
+1,060
907
$2.6M 0.01%
40,673
-2,683
908
$2.59M 0.01%
33,975
-1,245
909
$2.59M 0.01%
115,922
+1,480
910
$2.58M 0.01%
187,691
+9,651
911
$2.58M 0.01%
18,902
-573
912
$2.58M 0.01%
66,294
-1,455
913
$2.57M 0.01%
67,893
-37,700
914
$2.56M 0.01%
56,817
+21,404
915
$2.56M 0.01%
198,854
+6,995
916
$2.55M 0.01%
15,164
-369
917
$2.55M 0.01%
35,058
+7,626
918
$2.53M 0.01%
78,538
-1,154
919
$2.52M 0.01%
20,712
+190
920
$2.52M 0.01%
188,029
-2,343
921
$2.52M 0.01%
18,802
-2,951
922
$2.52M 0.01%
145,801
+4,086
923
$2.5M 0.01%
61,888
-402
924
$2.49M 0.01%
27,817
+4,527
925
$2.48M 0.01%
82,896
-319
35 36
37
38 39