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
1451
$859K ﹤0.01%
11,243
+41
1452
$857K ﹤0.01%
44,068
+5,544
1453
$856K ﹤0.01%
18,500
-3,111
1454
$854K ﹤0.01%
54,589
-29,453
1455
$854K ﹤0.01%
60,083
+4,580
1456
$845K ﹤0.01%
13,048
-45,765
1457
$842K ﹤0.01%
3,005
+33
1458
$839K ﹤0.01%
30,982
+803
1459
$838K ﹤0.01%
63,674
+15,776
1460
$836K ﹤0.01%
16,923
-1,885
1461
$836K ﹤0.01%
+13,924
1462
$835K ﹤0.01%
1,985
+352
1463
$834K ﹤0.01%
21,077
+599
1464
$833K ﹤0.01%
+78,683
1465
$829K ﹤0.01%
8,394
-427
1466
$828K ﹤0.01%
12,886
-78
1467
$826K ﹤0.01%
27,120
-29
1468
$821K ﹤0.01%
16,768
+5,026
1469
$821K ﹤0.01%
95,350
+225
1470
$820K ﹤0.01%
41,318
-35,764
1471
$820K ﹤0.01%
5,745
+1,490
1472
$818K ﹤0.01%
16,379
-849
1473
$816K ﹤0.01%
67,021
+3,013
1474
$816K ﹤0.01%
9,319
+1,240
1475
$814K ﹤0.01%
50,342
+16,912
57 58
59
60 61