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
1476
$812K ﹤0.01%
+34,012
1477
$812K ﹤0.01%
66,869
-4,269
1478
$811K ﹤0.01%
+11,921
1479
$811K ﹤0.01%
54,904
-23,439
1480
$807K ﹤0.01%
18,554
+3,586
1481
$807K ﹤0.01%
29,443
+5,077
1482
$806K ﹤0.01%
25,293
+1,508
1483
$806K ﹤0.01%
15,486
+460
1484
$805K ﹤0.01%
19,358
+12,504
1485
$799K ﹤0.01%
5,393
-632
1486
$797K ﹤0.01%
67,185
-38,716
1487
$797K ﹤0.01%
19,539
+5,431
1488
$796K ﹤0.01%
42,804
+25,032
1489
$796K ﹤0.01%
23,268
-268
1490
$795K ﹤0.01%
9,595
-121
1491
$794K ﹤0.01%
24,562
-5,229
1492
$794K ﹤0.01%
19,230
+563
1493
$791K ﹤0.01%
15,507
-9,958
1494
$790K ﹤0.01%
13,420
+331
1495
$787K ﹤0.01%
65,600
1496
$787K ﹤0.01%
53,698
+2,670
1497
$786K ﹤0.01%
20,637
-13,708
1498
$784K ﹤0.01%
101,637
+56,259
1499
$784K ﹤0.01%
100,501
-452
1500
$784K ﹤0.01%
5,517
-1,231
58 59
60
61 62