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
1576
$676K ﹤0.01%
37,141
+294
1577
$676K ﹤0.01%
26,404
+1
1578
$675K ﹤0.01%
76,987
-45,564
1579
$674K ﹤0.01%
15,781
-8,288
1580
$672K ﹤0.01%
6,361
-1,506
1581
$671K ﹤0.01%
6,719
-328
1582
$669K ﹤0.01%
8,448
-2,559
1583
$667K ﹤0.01%
22,712
+361
1584
$666K ﹤0.01%
57,056
-2,500
1585
$666K ﹤0.01%
61,863
+20,400
1586
$663K ﹤0.01%
18,514
+1,560
1587
$662K ﹤0.01%
20,216
-268
1588
$661K ﹤0.01%
+30,199
1589
$660K ﹤0.01%
2,196
-209
1590
$660K ﹤0.01%
4,863
-2,564
1591
$659K ﹤0.01%
17,427
-1,272
1592
$657K ﹤0.01%
21,393
+14,625
1593
$656K ﹤0.01%
11,442
-2,042
1594
$656K ﹤0.01%
+56,917
1595
$656K ﹤0.01%
40,306
-1,009
1596
$654K ﹤0.01%
7,768
-1,977
1597
$652K ﹤0.01%
+34,924
1598
$652K ﹤0.01%
6,614
+628
1599
$650K ﹤0.01%
23,907
-4,748
1600
$650K ﹤0.01%
26,424
-3,075
62 63
64
65 66