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
426
$9.76M 0.04%
89,191
+75,406
427
$9.74M 0.04%
107,554
-8,736
428
$9.69M 0.04%
113,642
+93,877
429
$9.69M 0.04%
99,694
-434
430
$9.66M 0.04%
46,183
+7,395
431
$9.62M 0.04%
158,659
+47,487
432
$9.6M 0.04%
305,375
+163,584
433
$9.53M 0.04%
301,167
+240,813
434
$9.5M 0.04%
240,655
+36,283
435
$9.48M 0.04%
66,871
-503
436
$9.46M 0.04%
542,279
+68,201
437
$9.46M 0.04%
348,691
-2,120
438
$9.45M 0.04%
88,934
-195
439
$9.41M 0.04%
335,821
+312,910
440
$9.41M 0.04%
443,349
+63,919
441
$9.4M 0.04%
130,978
+541
442
$9.38M 0.04%
123,692
+3,078
443
$9.35M 0.04%
40,477
+1,366
444
$9.3M 0.04%
145,536
+37,359
445
$9.29M 0.04%
175,564
+160,666
446
$9.29M 0.04%
31,661
-169
447
$9.23M 0.04%
77,216
-6,833
448
$9.17M 0.04%
282,338
+40,578
449
$9.16M 0.04%
159,159
-36,715
450
$9.14M 0.04%
343,005
+215,866
16 17
18
19 20