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
551
$6.43M 0.03%
136,885
+12,865
552
$6.42M 0.03%
32,967
-1,101
553
$6.42M 0.03%
124,143
+61,398
554
$6.4M 0.03%
146,700
-13,054
555
$6.4M 0.03%
66,912
+1,505
556
$6.38M 0.03%
31,459
-1,138
557
$6.36M 0.03%
139,014
+5,236
558
$6.36M 0.03%
4,976
-15
559
$6.35M 0.03%
105,310
-5,112
560
$6.35M 0.03%
75,424
+71,357
561
$6.34M 0.03%
311,323
+20,277
562
$6.34M 0.03%
46,300
-847
563
$6.33M 0.03%
103,845
-10,425
564
$6.33M 0.03%
90,729
-26,800
565
$6.28M 0.03%
57,285
-45,449
566
$6.27M 0.03%
47,640
+17,940
567
$6.24M 0.03%
98,251
-7,776
568
$6.24M 0.03%
55,749
+4,119
569
$6.21M 0.03%
14,477
+7,393
570
$6.19M 0.03%
76,723
-18,117
571
$6.16M 0.03%
274,519
-14,959
572
$6.13M 0.03%
274,639
-7,984
573
$6.12M 0.03%
64,519
+1,355
574
$6.07M 0.02%
39,515
+11,876
575
$6.05M 0.02%
24,511
+199
21 22
23
24 25