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
$24.5B
AUM Growth
-$1.18B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,743
New
Increased
Reduced
Closed

Top Buys

1
+$159M
2
+$86.2M
3
+$48.4M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$47.6M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$47.6M

Top Sells

1
+$644M
2
+$215M
3
+$189M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$154M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$150M

Sector Composition

1 Technology 8.53%
2 Healthcare 7.3%
3 Financials 6.24%
4 Industrials 6.09%
5 Consumer Staples 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$18.7M 0.08%
186,816
+35,412
252
$18.6M 0.08%
215,316
+154,592
253
$18.6M 0.08%
128,107
+10,592
254
$18.5M 0.08%
536,650
-7,220
255
$18.5M 0.08%
117,452
+1,038
256
$18.4M 0.08%
110,663
+6,559
257
$18.4M 0.08%
742,847
-12,046
258
$18.3M 0.07%
109,908
-38,535
259
$18.2M 0.07%
1,447,788
-183,664
260
$18.1M 0.07%
114,615
-3,846
261
$18M 0.07%
577,220
+146,797
262
$17.8M 0.07%
157,761
-5,079
263
$17.8M 0.07%
241,670
-6,920
264
$17.7M 0.07%
173,656
+129,427
265
$17.7M 0.07%
162,298
+5,063
266
$17.7M 0.07%
131,025
+18,221
267
$17.5M 0.07%
348,278
-317,223
268
$17.4M 0.07%
85,212
+25,443
269
$17.4M 0.07%
188,825
+30,298
270
$17.2M 0.07%
123,306
+39,420
271
$17.2M 0.07%
103,431
+17,491
272
$17.1M 0.07%
341,138
-12,431
273
$17.1M 0.07%
659,820
+12,999
274
$17M 0.07%
67,497
-25,221
275
$17M 0.07%
279,151
+1,335
9 10
11
12 13