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
401
$10.4M 0.04%
453,888
+145,302
402
$10.4M 0.04%
411,458
+14,927
403
$10.4M 0.04%
928,306
-12,209
404
$10.3M 0.04%
214,755
-239,740
405
$10.3M 0.04%
152,720
+9,395
406
$10.3M 0.04%
81,012
+2
407
$10.3M 0.04%
59,750
+1,390
408
$10.2M 0.04%
105,837
+17,850
409
$10.2M 0.04%
378,829
-41,010
410
$10.2M 0.04%
112,466
-31,090
411
$10.2M 0.04%
39,811
-375
412
$10.2M 0.04%
99,874
-5,859
413
$10.2M 0.04%
212,270
+4,921
414
$10.1M 0.04%
366,090
+110,310
415
$10.1M 0.04%
183,922
+35,723
416
$9.98M 0.04%
184,840
-16,124
417
$9.96M 0.04%
61,137
+10,298
418
$9.94M 0.04%
368,630
-6,600
419
$9.94M 0.04%
160,364
-8,238
420
$9.92M 0.04%
94,961
-14,085
421
$9.92M 0.04%
99,786
+90,352
422
$9.9M 0.04%
310,604
+10,071
423
$9.89M 0.04%
238,945
-8,373
424
$9.88M 0.04%
105,210
+19,729
425
$9.87M 0.04%
218,173
-2,882
15 16
17
18 19