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
526
$6.96M 0.03%
116,017
+1,733
527
$6.95M 0.03%
30,374
+9,822
528
$6.91M 0.03%
34,137
+681
529
$6.9M 0.03%
36,005
+6,699
530
$6.86M 0.03%
135,380
-51,768
531
$6.85M 0.03%
96,978
-1,656
532
$6.79M 0.03%
276,629
+8,080
533
$6.78M 0.03%
95,817
-5,138
534
$6.76M 0.03%
126,180
+4,883
535
$6.76M 0.03%
63,311
-76,491
536
$6.74M 0.03%
273,982
+10,055
537
$6.7M 0.03%
82,021
+78,228
538
$6.69M 0.03%
9,283
-215
539
$6.67M 0.03%
77,493
+2,556
540
$6.64M 0.03%
58,747
-2,683
541
$6.61M 0.03%
273,127
-17,654
542
$6.61M 0.03%
57,406
+13,232
543
$6.6M 0.03%
121,463
-454
544
$6.59M 0.03%
33,113
-1,002
545
$6.57M 0.03%
156,715
-10,610
546
$6.56M 0.03%
68,178
+27,381
547
$6.53M 0.03%
277,083
-11,378
548
$6.48M 0.03%
170,325
-115,368
549
$6.48M 0.03%
71,157
-17,258
550
$6.44M 0.03%
28,392
-478
20 21
22
23 24