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
751
$3.45M 0.01%
431,229
+23,426
752
$3.45M 0.01%
14,758
-564
753
$3.44M 0.01%
78,692
+8,628
754
$3.43M 0.01%
9,665
-205
755
$3.42M 0.01%
10,504
-2,671
756
$3.41M 0.01%
70,222
-5,392
757
$3.38M 0.01%
217,978
+80,824
758
$3.38M 0.01%
153,004
-27,201
759
$3.37M 0.01%
54,544
-90
760
$3.37M 0.01%
108,570
-8,399
761
$3.36M 0.01%
+26,557
762
$3.36M 0.01%
31,904
+580
763
$3.34M 0.01%
15,999
+1,568
764
$3.33M 0.01%
94,664
+16,126
765
$3.33M 0.01%
45,468
-5,196
766
$3.33M 0.01%
82,146
-112,015
767
$3.32M 0.01%
73,639
+67,046
768
$3.32M 0.01%
45,484
-3,367
769
$3.31M 0.01%
16,375
+212
770
$3.31M 0.01%
416,644
-91,114
771
$3.3M 0.01%
15,680
-33,205
772
$3.3M 0.01%
31,487
+1,687
773
$3.29M 0.01%
67,647
-148,215
774
$3.28M 0.01%
2,789
+153
775
$3.28M 0.01%
281,074
+14,722
29 30
31
32 33