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
1201
$1.37M 0.01%
28,961
-179
1202
$1.37M 0.01%
90,113
+73,530
1203
$1.36M 0.01%
35,880
+2,506
1204
$1.36M 0.01%
20,154
-633
1205
$1.36M 0.01%
28,361
+2,567
1206
$1.36M 0.01%
39,106
+3
1207
$1.35M 0.01%
33,625
-4,474
1208
$1.35M 0.01%
10,175
-408
1209
$1.35M 0.01%
94,440
+2,816
1210
$1.35M 0.01%
21,850
-133
1211
$1.35M 0.01%
11,035
+1,590
1212
$1.35M 0.01%
31,937
+506
1213
$1.35M 0.01%
42,188
+7,384
1214
$1.35M 0.01%
216,763
+29,657
1215
$1.34M 0.01%
20,436
-598
1216
$1.34M 0.01%
25,726
+707
1217
$1.34M 0.01%
21,034
+506
1218
$1.34M 0.01%
64,706
+24,719
1219
$1.34M 0.01%
4,096
+1,294
1220
$1.34M 0.01%
83,567
+30,454
1221
$1.34M 0.01%
60,950
+851
1222
$1.34M 0.01%
39,785
-14,502
1223
$1.34M 0.01%
113,364
+47,306
1224
$1.34M 0.01%
21,903
+5,786
1225
$1.33M 0.01%
+31,957
47 48
49
50 51