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
1526
$748K ﹤0.01%
63,612
-1,969
1527
$746K ﹤0.01%
46,601
-4,298
1528
$744K ﹤0.01%
5,149
+39
1529
$743K ﹤0.01%
8,004
-66
1530
$742K ﹤0.01%
11,791
+704
1531
$742K ﹤0.01%
17,705
-3,690
1532
$741K ﹤0.01%
17,654
-2,384
1533
$738K ﹤0.01%
12,941
+6,982
1534
$735K ﹤0.01%
23,110
+6,613
1535
$735K ﹤0.01%
8,795
+1,219
1536
$733K ﹤0.01%
23,890
-2,027
1537
$733K ﹤0.01%
5,605
-129
1538
$731K ﹤0.01%
21,794
-1,042
1539
$729K ﹤0.01%
157,026
+63,265
1540
$729K ﹤0.01%
90,914
+8,488
1541
$729K ﹤0.01%
13,331
+164
1542
$728K ﹤0.01%
69,500
1543
$724K ﹤0.01%
12,540
+5,604
1544
$721K ﹤0.01%
28,972
-11,784
1545
$720K ﹤0.01%
25,393
-2,063
1546
$719K ﹤0.01%
11,226
+18
1547
$718K ﹤0.01%
40,580
-1,691
1548
$716K ﹤0.01%
73,190
-252
1549
$716K ﹤0.01%
7,878
-827
1550
$716K ﹤0.01%
10,515
+6,887
60 61
62
63 64