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
901
$2.42M 0.01%
159,242
+51,472
902
$2.42M 0.01%
88,222
+29,558
903
$2.41M 0.01%
23,067
-4,750
904
$2.41M 0.01%
203,238
+31,901
905
$2.4M 0.01%
33,364
+158
906
$2.39M 0.01%
+42,517
907
$2.39M 0.01%
28,456
-4,125
908
$2.39M 0.01%
75,466
+1,493
909
$2.39M 0.01%
53,775
+2,379
910
$2.38M 0.01%
65,524
+720
911
$2.38M 0.01%
48,825
-60,744
912
$2.37M 0.01%
42,517
-1,416
913
$2.37M 0.01%
13,298
-5,831
914
$2.36M 0.01%
24,142
+8,285
915
$2.35M 0.01%
10,371
-320
916
$2.35M 0.01%
18,156
-1,020
917
$2.34M 0.01%
85,478
+15,136
918
$2.32M 0.01%
26,156
-8,339
919
$2.32M 0.01%
39,815
-2,148
920
$2.32M 0.01%
38,922
+2,461
921
$2.32M 0.01%
20,272
-9,841
922
$2.31M 0.01%
43,120
-15,437
923
$2.31M 0.01%
4,605
-18,773
924
$2.29M 0.01%
91,969
+77,556
925
$2.29M 0.01%
34,347
-1,015
35 36
37
38 39