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
1026
$1.8M 0.01%
177,893
+3,542
1027
$1.8M 0.01%
15,933
-7,647
1028
$1.8M 0.01%
8,042
-106
1029
$1.8M 0.01%
82,810
-3,651
1030
$1.78M 0.01%
54,510
+16,554
1031
$1.78M 0.01%
74,452
-742
1032
$1.77M 0.01%
48,258
+790
1033
$1.76M 0.01%
139,750
-6,051
1034
$1.76M 0.01%
13,599
+455
1035
$1.76M 0.01%
16,051
+1,401
1036
$1.76M 0.01%
4,556
+545
1037
$1.75M 0.01%
1,147
-6,044
1038
$1.75M 0.01%
20,883
+231
1039
$1.74M 0.01%
109,008
-777
1040
$1.74M 0.01%
134,052
+32,419
1041
$1.74M 0.01%
24,191
+3,755
1042
$1.73M 0.01%
43,452
-1,808
1043
$1.73M 0.01%
15,153
-137
1044
$1.73M 0.01%
148,951
+22,801
1045
$1.72M 0.01%
141,210
+5,347
1046
$1.71M 0.01%
56,880
-6,899
1047
$1.71M 0.01%
81,420
-188
1048
$1.7M 0.01%
16,164
+347
1049
$1.7M 0.01%
37,485
+9,045
1050
$1.69M 0.01%
69,593
+19,543
40 41
42
43 44