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
951
$2.35M 0.01%
78,365
+12,047
952
$2.35M 0.01%
167,828
-20,042
953
$2.34M 0.01%
41,200
-4,000
954
$2.34M 0.01%
22,124
-724
955
$2.33M 0.01%
20,100
-1,710
956
$2.33M 0.01%
56,408
+35,981
957
$2.32M 0.01%
70,100
-949
958
$2.31M 0.01%
195,301
+382
959
$2.3M 0.01%
23,580
+1,852
960
$2.3M 0.01%
43,933
-1,840
961
$2.3M 0.01%
18,864
+630
962
$2.3M 0.01%
64,616
+20,020
963
$2.29M 0.01%
64,112
-36,968
964
$2.29M 0.01%
57,398
-1,411
965
$2.28M 0.01%
106,275
+9,450
966
$2.27M 0.01%
21,159
-2,812
967
$2.27M 0.01%
494,030
+14,650
968
$2.27M 0.01%
26,878
-68
969
$2.27M 0.01%
8,148
-1,328
970
$2.26M 0.01%
70,966
+1,433
971
$2.26M 0.01%
6,590
-26,129
972
$2.25M 0.01%
102,408
+1,692
973
$2.24M 0.01%
35,360
+1,404
974
$2.23M 0.01%
66,258
-11,708
975
$2.23M 0.01%
48,053
+145
37 38
39
40 41