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
1126
$1.62M 0.01%
109,265
-3,501
1127
$1.6M 0.01%
+41,119
1128
$1.59M 0.01%
438,016
-30,226
1129
$1.59M 0.01%
53,386
-6,329
1130
$1.59M 0.01%
22,404
+2,294
1131
$1.57M 0.01%
42,635
+1,888
1132
$1.57M 0.01%
44,767
-2,175
1133
$1.57M 0.01%
18,669
-1,246
1134
$1.57M 0.01%
107,770
+80,530
1135
$1.56M 0.01%
44,182
+63
1136
$1.55M 0.01%
228,656
-53,886
1137
$1.55M 0.01%
10,554
-1
1138
$1.55M 0.01%
24,607
+19,916
1139
$1.54M 0.01%
67,547
+8,653
1140
$1.54M 0.01%
63,401
+1,584
1141
$1.53M 0.01%
137,154
+14,371
1142
$1.53M 0.01%
6,808
+22
1143
$1.53M 0.01%
63,016
1144
$1.52M 0.01%
6,909
+2,181
1145
$1.52M 0.01%
5,417
+142
1146
$1.51M 0.01%
36,279
-18,830
1147
$1.51M 0.01%
12,761
+1,118
1148
$1.51M 0.01%
44,165
+29,291
1149
$1.51M 0.01%
108,436
+212
1150
$1.5M 0.01%
2,387
+30
44 45
46
47 48