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
1551
$713K ﹤0.01%
+11,409
1552
$706K ﹤0.01%
12,414
+629
1553
$705K ﹤0.01%
32,896
+1,000
1554
$704K ﹤0.01%
17,779
+12,432
1555
$702K ﹤0.01%
43,655
-22
1556
$699K ﹤0.01%
33,243
-3,849
1557
$698K ﹤0.01%
11,893
-1,355
1558
$697K ﹤0.01%
14,387
+1,514
1559
$695K ﹤0.01%
23,073
-4,085
1560
$693K ﹤0.01%
15,187
-773
1561
$691K ﹤0.01%
71,035
-6,837
1562
$690K ﹤0.01%
21,621
-120
1563
$689K ﹤0.01%
10,166
-760
1564
$687K ﹤0.01%
34,096
+13,536
1565
$686K ﹤0.01%
+13,799
1566
$686K ﹤0.01%
4,895
-3
1567
$685K ﹤0.01%
21,393
+24
1568
$684K ﹤0.01%
9,825
+1,504
1569
$684K ﹤0.01%
66,118
+5,995
1570
$680K ﹤0.01%
39,318
-3,576
1571
$680K ﹤0.01%
12,486
-1,600
1572
$679K ﹤0.01%
9,912
-342
1573
$679K ﹤0.01%
8,322
-1,203
1574
$678K ﹤0.01%
28,257
-743
1575
$677K ﹤0.01%
10,435
+847
61 62
63
64 65