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
2376
$200K ﹤0.01%
11,410
+716
2377
$200K ﹤0.01%
+8,619
2378
$200K ﹤0.01%
+8,724
2379
$199K ﹤0.01%
16,120
+1,062
2380
$198K ﹤0.01%
16,063
+1,091
2381
$198K ﹤0.01%
+10,868
2382
$198K ﹤0.01%
19,123
+8,806
2383
$198K ﹤0.01%
11,388
-50,768
2384
$196K ﹤0.01%
5,157
+1,212
2385
$195K ﹤0.01%
17,410
+2,819
2386
$193K ﹤0.01%
14,259
+1,972
2387
$192K ﹤0.01%
13,321
-1,576
2388
$192K ﹤0.01%
19,876
+805
2389
$189K ﹤0.01%
26,350
2390
$188K ﹤0.01%
13,482
-243,911
2391
$188K ﹤0.01%
18,613
+1,930
2392
$188K ﹤0.01%
22,808
+775
2393
$187K ﹤0.01%
18,391
+223
2394
$186K ﹤0.01%
18,793
-73
2395
$185K ﹤0.01%
105,104
-42,500
2396
$183K ﹤0.01%
17,617
+277
2397
$181K ﹤0.01%
+13,236
2398
$181K ﹤0.01%
18,720
+831
2399
$180K ﹤0.01%
19,740
+1,542
2400
$179K ﹤0.01%
12,027
94 95
96
97 98