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
1176
$1.3M 0.01%
15,634
-222
1177
$1.3M 0.01%
+25,657
1178
$1.3M 0.01%
28,510
-451
1179
$1.3M 0.01%
7,039
+151
1180
$1.29M 0.01%
25,113
-613
1181
$1.29M 0.01%
14,585
+886
1182
$1.29M 0.01%
43,862
+18,469
1183
$1.29M 0.01%
28,181
+5,356
1184
$1.29M 0.01%
40,404
+33,720
1185
$1.29M 0.01%
50,676
-26,580
1186
$1.29M 0.01%
+78,948
1187
$1.29M 0.01%
30,091
+15,406
1188
$1.29M 0.01%
11,503
+5,297
1189
$1.28M 0.01%
15,006
-318
1190
$1.28M 0.01%
852,704
-4,733
1191
$1.28M 0.01%
34,161
+2,385
1192
$1.28M 0.01%
22,475
-13,401
1193
$1.28M 0.01%
27,813
-50,513
1194
$1.27M 0.01%
6,880
-618
1195
$1.27M 0.01%
280,391
+19,600
1196
$1.27M 0.01%
8,400
+492
1197
$1.26M 0.01%
+12,695
1198
$1.26M 0.01%
46,664
-549,478
1199
$1.26M 0.01%
38,072
-1,034
1200
$1.26M 0.01%
24,149
+1,424
46 47
48
49 50