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
1076
$1.6M 0.01%
75,367
+3,815
1077
$1.6M 0.01%
34,989
-21,828
1078
$1.6M 0.01%
437,510
-506
1079
$1.6M 0.01%
11,346
-146
1080
$1.6M 0.01%
16,680
+1,910
1081
$1.59M 0.01%
12,070
+1,384
1082
$1.59M 0.01%
221,501
-87,000
1083
$1.59M 0.01%
12,427
-334
1084
$1.59M 0.01%
12,747
-962
1085
$1.59M 0.01%
52,527
+3,156
1086
$1.58M 0.01%
43,185
+6,011
1087
$1.58M 0.01%
17,829
-83,065
1088
$1.58M 0.01%
221,462
+2,495
1089
$1.58M 0.01%
27,070
+360
1090
$1.57M 0.01%
23,627
+3,590
1091
$1.57M 0.01%
37,673
-18,735
1092
$1.57M 0.01%
22,181
-223
1093
$1.56M 0.01%
80,066
-32,176
1094
$1.56M 0.01%
30,944
+2,583
1095
$1.55M 0.01%
124,656
-164
1096
$1.55M 0.01%
239,448
+14,869
1097
$1.55M 0.01%
577,950
+10,825
1098
$1.55M 0.01%
26,513
+1,016
1099
$1.54M 0.01%
155,264
+17,620
1100
$1.54M 0.01%
83,702
+22,197
42 43
44
45 46