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
1026
$1.99M 0.01%
66,386
-619
1027
$1.99M 0.01%
161,636
+82,460
1028
$1.98M 0.01%
63,779
-1,025
1029
$1.98M 0.01%
32,458
+915
1030
$1.97M 0.01%
31,246
+2,485
1031
$1.97M 0.01%
70,342
+6,381
1032
$1.96M 0.01%
130,503
+35,946
1033
$1.96M 0.01%
269,667
+16,248
1034
$1.96M 0.01%
64,804
+9,812
1035
$1.95M 0.01%
60,237
-2,153
1036
$1.95M 0.01%
404,404
+19,018
1037
$1.95M 0.01%
34,001
+9,128
1038
$1.95M 0.01%
15,203
+8,081
1039
$1.94M 0.01%
38,230
+17
1040
$1.93M 0.01%
75,079
-7,395
1041
$1.93M 0.01%
44,823
+11,776
1042
$1.92M 0.01%
35,876
-1,249
1043
$1.91M 0.01%
17,712
-109
1044
$1.9M 0.01%
134,276
+15,703
1045
$1.9M 0.01%
38,679
-930
1046
$1.89M 0.01%
33,206
-122,771
1047
$1.89M 0.01%
15,729
+9,166
1048
$1.89M 0.01%
35,869
+113
1049
$1.88M 0.01%
18,285
+6,685
1050
$1.88M 0.01%
21,793
-4,528
40 41
42
43 44