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
1151
$1.5M 0.01%
15,879
+8,401
1152
$1.5M 0.01%
48,918
-2,000
1153
$1.49M 0.01%
72,689
-6,532
1154
$1.49M 0.01%
72,408
+2,052
1155
$1.49M 0.01%
+33,547
1156
$1.48M 0.01%
13,144
-554
1157
$1.48M 0.01%
15,620
+2,460
1158
$1.48M 0.01%
38,493
-6,209
1159
$1.47M 0.01%
218,967
+19,397
1160
$1.47M 0.01%
29,498
+7,062
1161
$1.47M 0.01%
112,591
+2,059
1162
$1.47M 0.01%
41,265
+104
1163
$1.46M 0.01%
33,245
+7,455
1164
$1.46M 0.01%
126,873
-10,925
1165
$1.46M 0.01%
17,716
+12,966
1166
$1.46M 0.01%
44,587
-12,309
1167
$1.46M 0.01%
30,121
-24,677
1168
$1.46M 0.01%
126,150
-4,729
1169
$1.45M 0.01%
28,178
+2,589
1170
$1.45M 0.01%
47,345
+2,408
1171
$1.45M 0.01%
14,650
-598
1172
$1.45M 0.01%
20,671
+352
1173
$1.45M 0.01%
15,290
-2,823
1174
$1.44M 0.01%
18,601
-1,515
1175
$1.44M 0.01%
43,145
+10,779
45 46
47
48 49