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
976
$2.23M 0.01%
9,294
+19
977
$2.23M 0.01%
79,600
+747
978
$2.22M 0.01%
73,973
+27,132
979
$2.22M 0.01%
+77,256
980
$2.21M 0.01%
84,380
-44,448
981
$2.21M 0.01%
97,691
-79,999
982
$2.21M 0.01%
50,195
-1,125
983
$2.21M 0.01%
49,238
-42,136
984
$2.21M 0.01%
38,128
-2,923
985
$2.2M 0.01%
127,902
+20,646
986
$2.19M 0.01%
41,963
-2,453
987
$2.19M 0.01%
37,198
-3,607
988
$2.18M 0.01%
71,825
-4,569
989
$2.18M 0.01%
28,622
+2,513
990
$2.16M 0.01%
24,671
-8,859
991
$2.16M 0.01%
15,617
+873
992
$2.15M 0.01%
41,755
-3,720
993
$2.15M 0.01%
21,558
+5,534
994
$2.14M 0.01%
78,667
-14,400
995
$2.13M 0.01%
408,429
-309,531
996
$2.13M 0.01%
51,396
+1,167
997
$2.13M 0.01%
201,682
-13,305
998
$2.13M 0.01%
79,727
-38
999
$2.12M 0.01%
35,362
-1,559
1000
$2.12M 0.01%
15,817
+6,471
38 39
40
41 42