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
1401
$954K ﹤0.01%
39,702
+4,836
1402
$950K ﹤0.01%
18,239
-153
1403
$947K ﹤0.01%
110,601
+6,954
1404
$944K ﹤0.01%
61,601
+37,424
1405
$944K ﹤0.01%
27,605
-129,958
1406
$943K ﹤0.01%
11,438
-787
1407
$942K ﹤0.01%
8,491
+396
1408
$941K ﹤0.01%
28,791
-19,527
1409
$935K ﹤0.01%
9,399
+1,691
1410
$934K ﹤0.01%
7,946
+958
1411
$931K ﹤0.01%
13,880
+5,324
1412
$930K ﹤0.01%
26,502
+141
1413
$929K ﹤0.01%
34,399
+5,208
1414
$929K ﹤0.01%
+93,233
1415
$928K ﹤0.01%
+86,458
1416
$924K ﹤0.01%
57,608
+6,858
1417
$924K ﹤0.01%
14,899
-906
1418
$922K ﹤0.01%
18,659
-9,427
1419
$921K ﹤0.01%
5,780
+708
1420
$920K ﹤0.01%
14,898
-6,172
1421
$919K ﹤0.01%
32,744
+53
1422
$917K ﹤0.01%
+19,273
1423
$917K ﹤0.01%
38,975
-7,050
1424
$916K ﹤0.01%
56,846
+10,458
1425
$915K ﹤0.01%
83,631
+950
55 56
57
58 59