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
776
$3.27M 0.01%
121,510
+89,643
777
$3.26M 0.01%
39,937
-98
778
$3.26M 0.01%
33,557
+8,886
779
$3.25M 0.01%
52,815
+41,046
780
$3.25M 0.01%
121,101
+47,256
781
$3.24M 0.01%
71,599
+52,241
782
$3.23M 0.01%
62,535
+2,711
783
$3.23M 0.01%
176,317
+11,205
784
$3.23M 0.01%
107,573
+16,276
785
$3.23M 0.01%
46,867
+68
786
$3.23M 0.01%
14,907
-795
787
$3.2M 0.01%
84,951
+14,851
788
$3.19M 0.01%
54,615
+25,041
789
$3.19M 0.01%
44,809
+9,585
790
$3.18M 0.01%
23,517
+4,653
791
$3.17M 0.01%
35,686
+11,460
792
$3.17M 0.01%
83,640
+15,055
793
$3.16M 0.01%
52,023
+2,545
794
$3.15M 0.01%
169,940
-32,203
795
$3.15M 0.01%
133,700
+8,632
796
$3.15M 0.01%
23,415
+2,256
797
$3.14M 0.01%
93,623
-6,256
798
$3.14M 0.01%
83,969
-20,114
799
$3.14M 0.01%
16,405
+2,082
800
$3.13M 0.01%
51,442
+17,441
30 31
32
33 34