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
851
$2.77M 0.01%
20,658
-6,375
852
$2.77M 0.01%
30,046
+9,069
853
$2.75M 0.01%
137,153
-193,943
854
$2.75M 0.01%
17,702
+2,085
855
$2.73M 0.01%
35,057
-1,301
856
$2.73M 0.01%
87,502
+54,792
857
$2.72M 0.01%
97,414
-7,928
858
$2.72M 0.01%
366,382
+192,515
859
$2.71M 0.01%
28,292
+6,499
860
$2.7M 0.01%
92,690
+7,590
861
$2.69M 0.01%
95,028
+48,417
862
$2.68M 0.01%
66,471
-26,337
863
$2.68M 0.01%
47,717
-2,861
864
$2.67M 0.01%
48,726
+34,414
865
$2.67M 0.01%
39,123
+1,925
866
$2.67M 0.01%
11,802
+4,766
867
$2.67M 0.01%
+75,051
868
$2.66M 0.01%
93,838
+8,522
869
$2.65M 0.01%
106,206
-2,368
870
$2.63M 0.01%
46,582
-13,005
871
$2.63M 0.01%
28,321
-1,742
872
$2.63M 0.01%
67,498
+10,100
873
$2.63M 0.01%
28,296
+1,043
874
$2.63M 0.01%
202,359
+3,505
875
$2.62M 0.01%
186,893
-1,136
33 34
35
36 37