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
1126
$1.44M 0.01%
31,719
+4,705
1127
$1.44M 0.01%
16,724
+945
1128
$1.44M 0.01%
23,140
-71,067
1129
$1.44M 0.01%
24,939
+4,625
1130
$1.44M 0.01%
59,656
+516
1131
$1.44M 0.01%
19,851
-129,604
1132
$1.44M 0.01%
6,131
+4,812
1133
$1.43M 0.01%
67,282
-265
1134
$1.43M 0.01%
48,301
-2,174
1135
$1.43M 0.01%
58,512
-1,168
1136
$1.43M 0.01%
29,614
-3,861
1137
$1.42M 0.01%
47,456
-52,383
1138
$1.42M 0.01%
31,996
-2,668
1139
$1.42M 0.01%
16,390
+904
1140
$1.42M 0.01%
48,633
+5,488
1141
$1.42M 0.01%
36,860
+5,659
1142
$1.41M 0.01%
51,541
+14,148
1143
$1.41M 0.01%
71,203
+29,885
1144
$1.41M 0.01%
42,651
-2,116
1145
$1.4M 0.01%
21,401
+951
1146
$1.4M 0.01%
138,791
+29,285
1147
$1.4M 0.01%
102,432
+7,992
1148
$1.39M 0.01%
27,703
+22,463
1149
$1.39M 0.01%
3,883
+922
1150
$1.39M 0.01%
116,507
-10,366
44 45
46
47 48