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
1001
$1.88M 0.01%
29,249
-3,209
1002
$1.87M 0.01%
38,308
-371
1003
$1.87M 0.01%
60,417
-25,424
1004
$1.86M 0.01%
45,643
-20,651
1005
$1.85M 0.01%
81,584
-16,107
1006
$1.85M 0.01%
60,046
+18,643
1007
$1.85M 0.01%
110,255
+30,722
1008
$1.85M 0.01%
67,529
+6,187
1009
$1.84M 0.01%
3,295
-2,697
1010
$1.84M 0.01%
72,957
+9,556
1011
$1.84M 0.01%
49,430
-2,342
1012
$1.84M 0.01%
121,349
+12,084
1013
$1.83M 0.01%
343,520
+17,338
1014
$1.83M 0.01%
50,172
+4,246
1015
$1.83M 0.01%
39,345
+1,126
1016
$1.83M 0.01%
6,042
+625
1017
$1.82M 0.01%
16,058
+438
1018
$1.82M 0.01%
8,320
+58
1019
$1.82M 0.01%
74,267
+18,156
1020
$1.82M 0.01%
28,754
-8,560
1021
$1.82M 0.01%
+80,959
1022
$1.81M 0.01%
97,949
+7,836
1023
$1.81M 0.01%
34,468
+3,222
1024
$1.81M 0.01%
20,439
+5,103
1025
$1.8M 0.01%
40,562
+2,069
39 40
41
42 43