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
926
$2.29M 0.01%
42,888
+1,133
927
$2.29M 0.01%
198,263
+2,962
928
$2.29M 0.01%
7,166
-3,127
929
$2.28M 0.01%
48,275
-1,920
930
$2.28M 0.01%
68,583
+16,309
931
$2.27M 0.01%
82,427
+15,478
932
$2.26M 0.01%
32,803
-102,946
933
$2.25M 0.01%
25,398
+14,963
934
$2.24M 0.01%
39,829
+1,701
935
$2.23M 0.01%
17,718
+4,918
936
$2.23M 0.01%
102,156
-252
937
$2.23M 0.01%
44,594
-504,153
938
$2.23M 0.01%
79,108
-4,805
939
$2.22M 0.01%
98,333
+5,688
940
$2.22M 0.01%
64,055
-194
941
$2.22M 0.01%
19,759
-239
942
$2.21M 0.01%
17,361
-9,162
943
$2.21M 0.01%
542,302
+137,898
944
$2.21M 0.01%
82,922
+3,195
945
$2.2M 0.01%
33,636
-36,651
946
$2.2M 0.01%
201,416
-266
947
$2.2M 0.01%
28,938
-784
948
$2.2M 0.01%
16,606
-615
949
$2.19M 0.01%
137,697
+5,638
950
$2.19M 0.01%
2,971
+584
36 37
38
39 40