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
1101
$1.7M 0.01%
59,140
+51,762
1102
$1.69M 0.01%
326,182
+15,625
1103
$1.69M 0.01%
56,735
+5,212
1104
$1.69M 0.01%
28,778
-15,564
1105
$1.69M 0.01%
81,765
-5,046
1106
$1.68M 0.01%
+47,901
1107
$1.68M 0.01%
13,709
-747
1108
$1.68M 0.01%
135,863
-1,595
1109
$1.68M 0.01%
54,592
-2,075
1110
$1.68M 0.01%
73,845
-8,451
1111
$1.66M 0.01%
7,036
-19,737
1112
$1.65M 0.01%
81,608
-6,354
1113
$1.65M 0.01%
97,906
-149,213
1114
$1.65M 0.01%
44,510
+4,562
1115
$1.65M 0.01%
52,274
-774,718
1116
$1.64M 0.01%
11,492
-2,127
1117
$1.64M 0.01%
14,458
-1,796
1118
$1.64M 0.01%
109,785
+48,279
1119
$1.64M 0.01%
20,652
+1,771
1120
$1.64M 0.01%
+58,664
1121
$1.64M 0.01%
57,563
-89,483
1122
$1.63M 0.01%
124,820
-8,373
1123
$1.63M 0.01%
19,765
-200
1124
$1.62M 0.01%
52,305
-150
1125
$1.62M 0.01%
13,074
+1,651
43 44
45
46 47