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
1351
$1.04M ﹤0.01%
42,865
1352
$1.04M ﹤0.01%
147,450
-4,000
1353
$1.04M ﹤0.01%
47,532
-2,502
1354
$1.04M ﹤0.01%
44,208
1355
$1.04M ﹤0.01%
4,172
+2,177
1356
$1.04M ﹤0.01%
22,823
+2,623
1357
$1.03M ﹤0.01%
25,056
-5,130
1358
$1.03M ﹤0.01%
66,565
+43,502
1359
$1.03M ﹤0.01%
44,955
-2,030
1360
$1.03M ﹤0.01%
7,498
+2,986
1361
$1.03M ﹤0.01%
45,204
-2,517
1362
$1.03M ﹤0.01%
+13,785
1363
$1.02M ﹤0.01%
+40,741
1364
$1.02M ﹤0.01%
44,814
+290
1365
$1.02M ﹤0.01%
11,476
-368
1366
$1.02M ﹤0.01%
11,120
-389
1367
$1.02M ﹤0.01%
6,888
-54,320
1368
$1.02M ﹤0.01%
49,201
+405
1369
$1.02M ﹤0.01%
12,913
-543
1370
$1.02M ﹤0.01%
48,014
-11
1371
$1.01M ﹤0.01%
12,141
-2,149
1372
$1.01M ﹤0.01%
25,736
-1,260
1373
$1.01M ﹤0.01%
9,250
1374
$1.01M ﹤0.01%
24,351
-77
1375
$1.01M ﹤0.01%
37,697
-464
53 54
55
56 57