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
951
$2.15M 0.01%
67,019
-144,739
952
$2.15M 0.01%
39,385
-1,815
953
$2.14M 0.01%
98,996
+7,455
954
$2.14M 0.01%
52,150
-6,559
955
$2.14M 0.01%
143,079
-2,108
956
$2.13M 0.01%
110,111
-597
957
$2.12M 0.01%
142,801
+8,525
958
$2.12M 0.01%
68,201
+14,162
959
$2.11M 0.01%
68,473
+15,087
960
$2.1M 0.01%
44,774
+12,018
961
$2.09M 0.01%
35,258
-8,414
962
$2.07M 0.01%
12,303
-329
963
$2.06M 0.01%
22,314
+1,643
964
$2.06M 0.01%
31,595
+24,050
965
$2.06M 0.01%
69,881
-8,484
966
$2.06M 0.01%
6,650
+60
967
$2.05M 0.01%
32,587
-3,532
968
$2.05M 0.01%
9,920
+1,309
969
$2.04M 0.01%
76,082
+1,003
970
$2.04M 0.01%
309,230
+39,563
971
$2.03M 0.01%
57,786
-840
972
$2.03M 0.01%
86,295
+20,037
973
$2.02M 0.01%
58,883
-1,354
974
$2.02M 0.01%
62,054
+22,269
975
$2.01M 0.01%
61,608
-2,800
37 38
39
40 41