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
726
$3.71M 0.02%
295,950
-18
727
$3.7M 0.02%
38,258
-2,193
728
$3.7M 0.02%
14,030
+4,736
729
$3.7M 0.02%
116,295
-2,779
730
$3.69M 0.02%
74,293
+20,908
731
$3.68M 0.02%
48,350
+12,122
732
$3.64M 0.01%
92,100
-54,214
733
$3.63M 0.01%
104,491
+70,653
734
$3.62M 0.01%
280,513
+60,743
735
$3.61M 0.01%
107,426
-12,546
736
$3.58M 0.01%
129,270
+44,890
737
$3.58M 0.01%
+13,145
738
$3.57M 0.01%
111,595
+45,209
739
$3.55M 0.01%
28,082
-76,755
740
$3.54M 0.01%
12,782
-527
741
$3.53M 0.01%
120,169
-7,720
742
$3.52M 0.01%
280,594
+39
743
$3.52M 0.01%
28,905
-15,964
744
$3.51M 0.01%
184,642
+92,634
745
$3.51M 0.01%
61,065
-11,622
746
$3.51M 0.01%
166,295
+24,395
747
$3.5M 0.01%
132,343
-16,397
748
$3.5M 0.01%
66,547
+18,494
749
$3.48M 0.01%
11,348
-71
750
$3.45M 0.01%
36,119
+1,576
28 29
30
31 32