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
1751
$517K ﹤0.01%
+11,512
1752
$517K ﹤0.01%
94,321
+10,857
1753
$516K ﹤0.01%
3,718
+163
1754
$516K ﹤0.01%
24,810
-6,849
1755
$514K ﹤0.01%
43,171
+2,256
1756
$514K ﹤0.01%
16,042
1757
$514K ﹤0.01%
6,443
-1,535
1758
$514K ﹤0.01%
9,119
+56
1759
$512K ﹤0.01%
6,026
-224
1760
$512K ﹤0.01%
14,456
-1,277
1761
$512K ﹤0.01%
6,149
+276
1762
$512K ﹤0.01%
16,108
-3,271
1763
$511K ﹤0.01%
10,844
1764
$511K ﹤0.01%
4,643
+155
1765
$511K ﹤0.01%
20,579
+595
1766
$510K ﹤0.01%
12,441
-7,242
1767
$509K ﹤0.01%
10,058
+4,742
1768
$509K ﹤0.01%
13,142
+35
1769
$509K ﹤0.01%
+17,163
1770
$508K ﹤0.01%
37,830
+10,615
1771
$507K ﹤0.01%
1,535
-161
1772
$506K ﹤0.01%
3,140
-786
1773
$505K ﹤0.01%
12,000
+752
1774
$504K ﹤0.01%
13,035
-2,631
1775
$503K ﹤0.01%
57,604
-10,583
69 70
71
72 73