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
701
$4.02M 0.02%
21,005
+201
702
$4.01M 0.02%
113,948
+933
703
$3.98M 0.02%
49,117
+5,288
704
$3.96M 0.02%
59,200
-4,857
705
$3.95M 0.02%
15,401
+8,994
706
$3.94M 0.02%
11,099
+727
707
$3.89M 0.02%
+114,457
708
$3.88M 0.02%
216,299
+71,423
709
$3.83M 0.02%
93,207
-525
710
$3.81M 0.02%
38,794
-2,549
711
$3.81M 0.02%
95,181
-16,790
712
$3.81M 0.02%
45,150
+2,498
713
$3.8M 0.02%
+176,426
714
$3.79M 0.02%
38,364
+1,410
715
$3.78M 0.02%
121,620
-112,230
716
$3.78M 0.02%
44,595
+4,347
717
$3.77M 0.02%
17,672
+509
718
$3.76M 0.02%
26,679
+335
719
$3.75M 0.02%
10,489
+2,117
720
$3.75M 0.02%
216,142
+165,800
721
$3.75M 0.02%
51,171
+46,449
722
$3.75M 0.02%
37,400
+5,759
723
$3.74M 0.02%
52,163
-92
724
$3.73M 0.02%
108,495
+49,481
725
$3.73M 0.02%
115,177
-1,180
27 28
29
30 31