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
276
$16.9M 0.07%
111,498
-1,765
277
$16.9M 0.07%
733,288
+18,550
278
$16.8M 0.07%
121,461
+91,197
279
$16.8M 0.07%
1,460,927
+221,763
280
$16.7M 0.07%
221,578
+39,644
281
$16.6M 0.07%
367,241
+114,641
282
$16.5M 0.07%
442,956
-3,444
283
$16.4M 0.07%
290,322
-7,392
284
$16.4M 0.07%
152,420
-24,904
285
$16.3M 0.07%
84,481
-14,132
286
$16.3M 0.07%
145,246
+2,655
287
$16.1M 0.07%
34,573
+4,925
288
$16M 0.07%
34,799
-4,700
289
$15.9M 0.07%
100,291
+100
290
$15.8M 0.06%
104,909
+31,284
291
$15.7M 0.06%
84,215
-1,038
292
$15.6M 0.06%
91,396
-647
293
$15.6M 0.06%
246,375
-3,908
294
$15.5M 0.06%
93,440
+4,629
295
$15.5M 0.06%
134,855
-6,197
296
$15.3M 0.06%
614,644
+21,653
297
$15.1M 0.06%
37,880
-1,448
298
$15.1M 0.06%
466,185
-14,360
299
$15M 0.06%
112,041
+489
300
$14.9M 0.06%
54,920
+2,017
10 11
12
13 14