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
576
$6.02M 0.02%
160,306
-5,045
577
$6M 0.02%
8,536
-697
578
$6M 0.02%
4,548
+1,156
579
$5.99M 0.02%
74,394
+63,294
580
$5.99M 0.02%
57,433
+337
581
$5.97M 0.02%
13,342
-109
582
$5.95M 0.02%
239,696
-116,691
583
$5.95M 0.02%
155,677
+6,105
584
$5.94M 0.02%
311,414
+16,888
585
$5.93M 0.02%
41,337
+2,589
586
$5.91M 0.02%
62,327
+57,299
587
$5.91M 0.02%
75,479
-383
588
$5.9M 0.02%
26,207
+7,649
589
$5.88M 0.02%
147,405
+3,370
590
$5.88M 0.02%
169,041
+5,490
591
$5.86M 0.02%
122,716
+5,088
592
$5.86M 0.02%
83,058
-1,265
593
$5.85M 0.02%
99,897
-58,666
594
$5.81M 0.02%
58,271
-2,852
595
$5.8M 0.02%
112,776
+35,826
596
$5.79M 0.02%
85,891
-5,434
597
$5.79M 0.02%
74,587
+1,527
598
$5.79M 0.02%
52,647
-8,057
599
$5.78M 0.02%
87,103
-2,508
600
$5.77M 0.02%
57,739
+10,499
22 23
24
25 26