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
1851
$447K ﹤0.01%
12,692
-207
1852
$447K ﹤0.01%
215,920
+136,100
1853
$446K ﹤0.01%
12,245
+275
1854
$446K ﹤0.01%
37,575
-1,175
1855
$443K ﹤0.01%
622
-878
1856
$443K ﹤0.01%
2,157
+981
1857
$442K ﹤0.01%
+14,429
1858
$442K ﹤0.01%
43,509
+1,825
1859
$439K ﹤0.01%
29,541
-5,275
1860
$438K ﹤0.01%
4,837
-1,237
1861
$438K ﹤0.01%
31,795
+6,000
1862
$437K ﹤0.01%
13,272
-2,695
1863
$436K ﹤0.01%
+8,287
1864
$434K ﹤0.01%
16,362
+3,647
1865
$434K ﹤0.01%
5,028
-603
1866
$434K ﹤0.01%
17,497
-4,230
1867
$433K ﹤0.01%
3,974
+1,554
1868
$433K ﹤0.01%
10,210
-206
1869
$433K ﹤0.01%
11,399
-2,625
1870
$433K ﹤0.01%
43,850
-1,000
1871
$429K ﹤0.01%
13,720
+986
1872
$429K ﹤0.01%
74,922
-1,076
1873
$429K ﹤0.01%
11,215
-2,050
1874
$427K ﹤0.01%
10,271
+134
1875
$427K ﹤0.01%
17,325
+1,100
73 74
75
76 77