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
801
$3.13M 0.01%
50,365
+361
802
$3.12M 0.01%
86,606
-109,264
803
$3.12M 0.01%
21,039
+939
804
$3.12M 0.01%
59,518
-1,269
805
$3.09M 0.01%
139,688
+78,738
806
$3.05M 0.01%
42,736
-6,376
807
$3.05M 0.01%
21,734
-415
808
$3.04M 0.01%
13,095
+2,114
809
$3.03M 0.01%
231,250
+4,604
810
$3.02M 0.01%
94,460
-448
811
$3.02M 0.01%
+36,843
812
$3.01M 0.01%
85,441
+6,611
813
$3.01M 0.01%
20,545
-2,479
814
$3M 0.01%
139,857
+124,072
815
$2.99M 0.01%
70,561
+8,673
816
$2.99M 0.01%
21,142
+313
817
$2.99M 0.01%
+64,529
818
$2.98M 0.01%
47,356
-864
819
$2.97M 0.01%
31,842
-1,909
820
$2.94M 0.01%
14,260
-946
821
$2.92M 0.01%
154,622
-24,150
822
$2.92M 0.01%
99,903
+42,340
823
$2.91M 0.01%
48,647
+3,047
824
$2.91M 0.01%
37,189
+10,311
825
$2.91M 0.01%
528,755
+34,725
31 32
33
34 35