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
1051
$1.69M 0.01%
51,101
+3,756
1052
$1.68M 0.01%
45,190
1053
$1.68M 0.01%
22,538
-2,232
1054
$1.67M 0.01%
42,403
+4,231
1055
$1.67M 0.01%
52,876
-3,859
1056
$1.67M 0.01%
102,552
-5,884
1057
$1.67M 0.01%
29,995
+8,452
1058
$1.66M 0.01%
38,245
-6,265
1059
$1.65M 0.01%
55,757
-6,583
1060
$1.65M 0.01%
44,061
+2,796
1061
$1.65M 0.01%
35,925
+2,680
1062
$1.64M 0.01%
58,292
-20,375
1063
$1.64M 0.01%
42,681
+13,173
1064
$1.64M 0.01%
27,944
+13,623
1065
$1.64M 0.01%
13,477
-981
1066
$1.64M 0.01%
41,089
-30
1067
$1.63M 0.01%
70,913
-8,488
1068
$1.63M 0.01%
39,792
+3,259
1069
$1.63M 0.01%
18,238
-258
1070
$1.62M 0.01%
25,682
+2,217
1071
$1.62M 0.01%
7,466
+658
1072
$1.62M 0.01%
+36,814
1073
$1.61M 0.01%
25,418
-3,360
1074
$1.61M 0.01%
12,046
-2,203
1075
$1.61M 0.01%
127,248
-34,388
41 42
43
44 45