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
1201
$1.25M 0.01%
13,771
-72,062
1202
$1.25M 0.01%
23,299
+1,396
1203
$1.25M 0.01%
31,668
+23,462
1204
$1.24M 0.01%
17,176
+1,716
1205
$1.24M 0.01%
31,414
-789
1206
$1.24M 0.01%
22,347
-193
1207
$1.24M 0.01%
7,608
+2,215
1208
$1.23M 0.01%
17,036
-5,355
1209
$1.23M 0.01%
35,068
-165
1210
$1.23M 0.01%
12,911
-1,037
1211
$1.23M 0.01%
36,281
+261
1212
$1.23M 0.01%
9,783
+373
1213
$1.22M 0.01%
34,124
-10,041
1214
$1.22M 0.01%
13,291
+1,370
1215
$1.22M 0.01%
32,528
-2,103
1216
$1.22M 0.01%
12,438
+2,613
1217
$1.22M 0.01%
22,208
-2,270
1218
$1.22M 0.01%
27,731
+2,001
1219
$1.21M ﹤0.01%
4,053
-43
1220
$1.21M ﹤0.01%
166,831
+50,385
1221
$1.21M ﹤0.01%
68,360
+3,263
1222
$1.21M ﹤0.01%
19,451
-9,459
1223
$1.21M ﹤0.01%
25,347
-1,559
1224
$1.2M ﹤0.01%
24,564
-5,557
1225
$1.2M ﹤0.01%
34,310
+1,023
47 48
49
50 51