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
1226
$1.19M ﹤0.01%
61,508
+3,900
1227
$1.19M ﹤0.01%
51,804
+29,659
1228
$1.19M ﹤0.01%
50,043
+5,835
1229
$1.19M ﹤0.01%
48,502
+5,637
1230
$1.19M ﹤0.01%
22,426
+116
1231
$1.19M ﹤0.01%
15,002
-13,620
1232
$1.19M ﹤0.01%
47,387
+5,442
1233
$1.19M ﹤0.01%
7,195
-1,692
1234
$1.18M ﹤0.01%
15,192
+486
1235
$1.18M ﹤0.01%
20,664
-1,796
1236
$1.17M ﹤0.01%
79,608
+52,226
1237
$1.17M ﹤0.01%
14,166
+9,279
1238
$1.17M ﹤0.01%
48,336
+4,681
1239
$1.17M ﹤0.01%
32,608
-450
1240
$1.17M ﹤0.01%
37,908
-829
1241
$1.16M ﹤0.01%
19,180
-869
1242
$1.16M ﹤0.01%
70,413
-2,319
1243
$1.16M ﹤0.01%
36,690
+3,365
1244
$1.16M ﹤0.01%
50,517
+3,144
1245
$1.15M ﹤0.01%
18,071
+5,514
1246
$1.15M ﹤0.01%
9,863
-105
1247
$1.15M ﹤0.01%
40,017
+1,285
1248
$1.14M ﹤0.01%
18,744
+7,302
1249
$1.14M ﹤0.01%
21,830
+3,591
1250
$1.14M ﹤0.01%
21,063
-876
48 49
50
51 52