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
1151
$1.39M 0.01%
33,728
-2,518
1152
$1.38M 0.01%
26,163
+20,631
1153
$1.38M 0.01%
37,545
-30
1154
$1.38M 0.01%
+29,313
1155
$1.38M 0.01%
24,291
-66,904
1156
$1.38M 0.01%
111,223
-2,141
1157
$1.37M 0.01%
26,525
-1,653
1158
$1.36M 0.01%
29,385
-1,272
1159
$1.36M 0.01%
20,190
+1,170
1160
$1.35M 0.01%
27,973
+10,899
1161
$1.35M 0.01%
145,843
+43,030
1162
$1.35M 0.01%
42,213
-7,906
1163
$1.35M 0.01%
54,894
-32,347
1164
$1.34M 0.01%
43,806
+2,495
1165
$1.34M 0.01%
55,724
-5,501
1166
$1.34M 0.01%
16,332
+124
1167
$1.33M 0.01%
38,851
+2,708
1168
$1.32M 0.01%
38,629
+15,519
1169
$1.32M 0.01%
26,780
-55
1170
$1.32M 0.01%
83,967
+22,366
1171
$1.32M 0.01%
36,786
+28,787
1172
$1.31M 0.01%
+17,308
1173
$1.31M 0.01%
41,895
-10,410
1174
$1.31M 0.01%
38,606
-3,582
1175
$1.31M 0.01%
15,143
-268
45 46
47
48 49