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
676
$4.25M 0.02%
262,756
+16,683
677
$4.24M 0.02%
111,464
+20,834
678
$4.21M 0.02%
678,325
-161,147
679
$4.18M 0.02%
16,486
+38
680
$4.18M 0.02%
176,867
+11,600
681
$4.17M 0.02%
+222,846
682
$4.15M 0.02%
13,152
+424
683
$4.14M 0.02%
54,491
+1,680
684
$4.14M 0.02%
63,753
+13,424
685
$4.14M 0.02%
49,690
-6,575
686
$4.14M 0.02%
66,325
-9,347
687
$4.14M 0.02%
144,971
+7,960
688
$4.13M 0.02%
+63,772
689
$4.12M 0.02%
247,196
-2,194
690
$4.11M 0.02%
29,997
-2,162
691
$4.11M 0.02%
241,164
+32,158
692
$4.11M 0.02%
162,884
-10,346
693
$4.08M 0.02%
316,629
+35,233
694
$4.08M 0.02%
8,397
-692
695
$4.07M 0.02%
52,911
+357
696
$4.06M 0.02%
45,175
-261
697
$4.04M 0.02%
115,696
-175,538
698
$4.04M 0.02%
158,484
+8,822
699
$4.03M 0.02%
29,021
+13,818
700
$4.02M 0.02%
340,569
+2,718
26 27
28
29 30