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
451
$9.08M 0.04%
300,345
-7,820
452
$9.06M 0.04%
130,094
+83
453
$9.06M 0.04%
63,323
+16,633
454
$9.04M 0.04%
97,414
+89,173
455
$9.03M 0.04%
170,627
+10,512
456
$9.01M 0.04%
82,208
+77,456
457
$8.99M 0.04%
469,188
+26,604
458
$8.97M 0.04%
209,727
-8,012
459
$8.96M 0.04%
117,374
-44,777
460
$8.95M 0.04%
135,387
+29,707
461
$8.95M 0.04%
178,792
+48,467
462
$8.92M 0.04%
160,644
-17,949
463
$8.91M 0.04%
132,682
+126,201
464
$8.89M 0.04%
114,165
-15,455
465
$8.86M 0.04%
160,523
+29,698
466
$8.86M 0.04%
179,635
+15,494
467
$8.8M 0.04%
81,650
+28,662
468
$8.8M 0.04%
110,451
+17,595
469
$8.74M 0.04%
365,207
-9,193
470
$8.74M 0.04%
177,931
+18,970
471
$8.7M 0.04%
+328,621
472
$8.56M 0.03%
23,492
+1,343
473
$8.55M 0.03%
290,786
-11,069
474
$8.5M 0.03%
42,108
+986
475
$8.49M 0.03%
90,992
-1,824
17 18
19
20 21