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
826
$2.91M 0.01%
11,943
+474
827
$2.91M 0.01%
47,707
-5,825
828
$2.9M 0.01%
35,996
-5,097
829
$2.9M 0.01%
24,317
+916
830
$2.89M 0.01%
120,370
-5,020
831
$2.89M 0.01%
15,440
-1,887
832
$2.88M 0.01%
253,364
+12,290
833
$2.86M 0.01%
19,490
+688
834
$2.85M 0.01%
40,756
+83
835
$2.84M 0.01%
45,804
-1,331
836
$2.84M 0.01%
120,568
-5,655
837
$2.83M 0.01%
86,326
+4,008
838
$2.83M 0.01%
+56,504
839
$2.83M 0.01%
39,441
-39,607
840
$2.82M 0.01%
32,443
+1,193
841
$2.81M 0.01%
159,246
+4,835
842
$2.81M 0.01%
92,482
-23,921
843
$2.81M 0.01%
65,874
+1,762
844
$2.81M 0.01%
60,366
-11,596
845
$2.8M 0.01%
251,319
+63,628
846
$2.79M 0.01%
130,141
+17,654
847
$2.79M 0.01%
19,150
+248
848
$2.79M 0.01%
33,836
-139
849
$2.79M 0.01%
103,920
-29,962
850
$2.77M 0.01%
82,510
-112
32 33
34
35 36