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
876
$2.61M 0.01%
20,071
-1,523
877
$2.6M 0.01%
26,757
-323
878
$2.6M 0.01%
303,090
+5,240
879
$2.6M 0.01%
37,996
+2,938
880
$2.58M 0.01%
47,556
-1,682
881
$2.58M 0.01%
102,596
-13,326
882
$2.56M 0.01%
112,720
+91,922
883
$2.56M 0.01%
158,473
+35,649
884
$2.55M 0.01%
135,316
-4,325
885
$2.55M 0.01%
35,176
+14,142
886
$2.55M 0.01%
634,872
+89,873
887
$2.55M 0.01%
74,734
+29,337
888
$2.55M 0.01%
80,470
-5,490
889
$2.54M 0.01%
43,627
-162,809
890
$2.53M 0.01%
15,432
+268
891
$2.52M 0.01%
139,150
+4,415
892
$2.52M 0.01%
72,745
+24,844
893
$2.52M 0.01%
79,770
-3,126
894
$2.51M 0.01%
78,049
+23,457
895
$2.49M 0.01%
224,169
-36,745
896
$2.49M 0.01%
38,358
-7,754
897
$2.49M 0.01%
65,583
+21,608
898
$2.48M 0.01%
40,343
+4,983
899
$2.45M 0.01%
68,825
-15,639
900
$2.44M 0.01%
29,355
+2,101
34 35
36
37 38