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
476
$8.45M 0.03%
165,110
+333
477
$8.44M 0.03%
+112,135
478
$8.42M 0.03%
192,461
-142,882
479
$8.4M 0.03%
799,023
+788,377
480
$8.39M 0.03%
134,359
-36,811
481
$8.35M 0.03%
82,695
+9,150
482
$8.33M 0.03%
203,196
-5,352
483
$8.31M 0.03%
163,181
+7,090
484
$8.26M 0.03%
+250,454
485
$8.21M 0.03%
+691,952
486
$8.16M 0.03%
738,925
+49,524
487
$8.07M 0.03%
345,029
+6,130
488
$8.05M 0.03%
159,705
-27,388
489
$7.99M 0.03%
41,018
+3,055
490
$7.91M 0.03%
588,273
+62,882
491
$7.89M 0.03%
148,364
-5,183
492
$7.88M 0.03%
23,021
-2,316
493
$7.86M 0.03%
182,762
+881
494
$7.85M 0.03%
19,837
-189
495
$7.79M 0.03%
84,607
+7,641
496
$7.74M 0.03%
24,332
-265
497
$7.71M 0.03%
71,389
+15,147
498
$7.7M 0.03%
88,272
+2,013
499
$7.7M 0.03%
294,232
+14,800
500
$7.69M 0.03%
24,167
-3,126
18 19
20
21 22