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
1301
$1.13M ﹤0.01%
29,508
-651
1302
$1.13M ﹤0.01%
17,709
-3,829
1303
$1.13M ﹤0.01%
14,249
+10,383
1304
$1.12M ﹤0.01%
33,325
-4,841
1305
$1.12M ﹤0.01%
38,732
+3,721
1306
$1.12M ﹤0.01%
20,049
+7,175
1307
$1.12M ﹤0.01%
143,685
+9,442
1308
$1.11M ﹤0.01%
19,541
+21
1309
$1.11M ﹤0.01%
15,336
+8,770
1310
$1.11M ﹤0.01%
34,909
+13,148
1311
$1.11M ﹤0.01%
25,711
+276
1312
$1.11M ﹤0.01%
13,456
-1,898
1313
$1.1M ﹤0.01%
36,020
+2,649
1314
$1.1M ﹤0.01%
11,646
+267
1315
$1.1M ﹤0.01%
14,706
+709
1316
$1.1M ﹤0.01%
10,609
-383
1317
$1.1M ﹤0.01%
61,505
+6,697
1318
$1.1M ﹤0.01%
9,968
+69
1319
$1.09M ﹤0.01%
10,466
+1,561
1320
$1.09M ﹤0.01%
25,730
-229
1321
$1.09M ﹤0.01%
9,472
-290
1322
$1.09M ﹤0.01%
13,948
+1,966
1323
$1.09M ﹤0.01%
33,838
-4,173
1324
$1.09M ﹤0.01%
+37,956
1325
$1.09M ﹤0.01%
22,310
-211
51 52
53
54 55