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
1826
$462K ﹤0.01%
8,571
-4,685
1827
$462K ﹤0.01%
5,687
-4,185
1828
$462K ﹤0.01%
58,832
+6,456
1829
$461K ﹤0.01%
2,169
+687
1830
$461K ﹤0.01%
40,893
+10,359
1831
$460K ﹤0.01%
41,851
-166
1832
$459K ﹤0.01%
4,961
1833
$459K ﹤0.01%
29,595
+1,034
1834
$459K ﹤0.01%
13,358
-1,451
1835
$458K ﹤0.01%
53,714
-28,319
1836
$457K ﹤0.01%
117,099
-22,376
1837
$457K ﹤0.01%
7,527
+5
1838
$457K ﹤0.01%
76,851
+39,403
1839
$456K ﹤0.01%
8,912
1840
$456K ﹤0.01%
17,905
-4,558
1841
$455K ﹤0.01%
17,062
-1,229
1842
$454K ﹤0.01%
5,285
+307
1843
$454K ﹤0.01%
10,156
-5,124
1844
$453K ﹤0.01%
13,484
1845
$452K ﹤0.01%
+6,662
1846
$451K ﹤0.01%
9,940
+13
1847
$450K ﹤0.01%
37,231
-9,330
1848
$450K ﹤0.01%
18,915
+9,825
1849
$448K ﹤0.01%
7,491
+1,211
1850
$447K ﹤0.01%
18,524
+2,175
72 73
74
75 76