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
2426
$147K ﹤0.01%
2,154
-220
2427
$146K ﹤0.01%
14,325
2428
$145K ﹤0.01%
13,188
-1,206
2429
$144K ﹤0.01%
24,033
+1,333
2430
$143K ﹤0.01%
+14,009
2431
$142K ﹤0.01%
16,500
-700
2432
$142K ﹤0.01%
19,747
+858
2433
$142K ﹤0.01%
10,017
-15,984
2434
$142K ﹤0.01%
19,634
+1,217
2435
$139K ﹤0.01%
28,276
-6,048
2436
$138K ﹤0.01%
17,374
+4,720
2437
$138K ﹤0.01%
10,000
2438
$137K ﹤0.01%
72,007
-23,000
2439
$137K ﹤0.01%
18,100
-14,825
2440
$136K ﹤0.01%
14,443
+215
2441
$136K ﹤0.01%
+10,000
2442
$135K ﹤0.01%
13,788
+700
2443
$135K ﹤0.01%
10,800
+450
2444
$134K ﹤0.01%
16,067
+813
2445
$133K ﹤0.01%
54,131
-17,385
2446
$133K ﹤0.01%
31,523
+2,096
2447
$133K ﹤0.01%
18,226
-1,600
2448
$133K ﹤0.01%
13,504
2449
$132K ﹤0.01%
5,468
-369
2450
$132K ﹤0.01%
11,668
-506
96 97
98
99 100