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
1801
$477K ﹤0.01%
4,547
+1,712
1802
$476K ﹤0.01%
15,785
+1,854
1803
$476K ﹤0.01%
+19,405
1804
$475K ﹤0.01%
27,822
+774
1805
$475K ﹤0.01%
13,784
-4,348
1806
$475K ﹤0.01%
103
+9
1807
$473K ﹤0.01%
10,270
+1,374
1808
$472K ﹤0.01%
+14,075
1809
$472K ﹤0.01%
+8,290
1810
$472K ﹤0.01%
5,335
+370
1811
$471K ﹤0.01%
12,919
+1,254
1812
$471K ﹤0.01%
9,029
+3,132
1813
$470K ﹤0.01%
15,819
+966
1814
$469K ﹤0.01%
20,538
+5,632
1815
$469K ﹤0.01%
42,558
-2,505
1816
$469K ﹤0.01%
+34,398
1817
$468K ﹤0.01%
29,679
-3,234
1818
$468K ﹤0.01%
11,914
-2,804
1819
$466K ﹤0.01%
+16,908
1820
$466K ﹤0.01%
41,161
+46
1821
$465K ﹤0.01%
9,092
-155
1822
$464K ﹤0.01%
9,864
1823
$464K ﹤0.01%
12,650
+6,645
1824
$462K ﹤0.01%
6,735
+1,254
1825
$462K ﹤0.01%
14,102
-248
71 72
73
74 75