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
976
$2.01M 0.01%
51,114
-19,852
977
$2M 0.01%
45,303
-18,639
978
$1.99M 0.01%
170,180
-16,071
979
$1.98M 0.01%
43,441
+9,894
980
$1.97M 0.01%
59,918
-429
981
$1.97M 0.01%
19,263
+594
982
$1.97M 0.01%
63,732
-25,753
983
$1.96M 0.01%
+75,249
984
$1.96M 0.01%
6,439
+380
985
$1.96M 0.01%
170,089
+19,211
986
$1.95M 0.01%
6,385
-30,007
987
$1.94M 0.01%
120,549
-9,954
988
$1.94M 0.01%
17,939
+227
989
$1.94M 0.01%
52,082
+41,990
990
$1.93M 0.01%
16,943
-5,181
991
$1.93M 0.01%
20,143
-1,810
992
$1.92M 0.01%
47,883
-1,235
993
$1.92M 0.01%
74,099
-2,638
994
$1.91M 0.01%
17,184
-70,944
995
$1.91M 0.01%
13,684
+610
996
$1.9M 0.01%
157,926
-9,902
997
$1.9M 0.01%
118,259
-5,894
998
$1.9M 0.01%
18,631
+865
999
$1.89M 0.01%
123,908
-7,600
1000
$1.89M 0.01%
51,414
+10,201
38 39
40
41 42