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
1251
$1.13M ﹤0.01%
17,064
-3,090
1252
$1.13M ﹤0.01%
29,912
+19,702
1253
$1.13M ﹤0.01%
84,059
-3,257
1254
$1.13M ﹤0.01%
11,782
+136
1255
$1.13M ﹤0.01%
127,783
+3,922
1256
$1.13M ﹤0.01%
57,232
-450
1257
$1.12M ﹤0.01%
3,539
+1,408
1258
$1.12M ﹤0.01%
36,436
+2,041
1259
$1.12M ﹤0.01%
35,605
-18,079
1260
$1.11M ﹤0.01%
63,016
1261
$1.11M ﹤0.01%
10,000
-103
1262
$1.11M ﹤0.01%
26,854
+10,883
1263
$1.1M ﹤0.01%
13,479
+1,361
1264
$1.1M ﹤0.01%
20,453
+11,424
1265
$1.1M ﹤0.01%
6,546
+873
1266
$1.1M ﹤0.01%
18,022
-1,297
1267
$1.1M ﹤0.01%
96,038
-9,123
1268
$1.09M ﹤0.01%
48,303
+771
1269
$1.09M ﹤0.01%
104,007
-56,567
1270
$1.09M ﹤0.01%
21,477
-3,694
1271
$1.09M ﹤0.01%
31,797
-12,790
1272
$1.09M ﹤0.01%
128,702
+7,584
1273
$1.09M ﹤0.01%
8,197
+2,680
1274
$1.09M ﹤0.01%
41,918
-143
1275
$1.09M ﹤0.01%
32,905
+5,785
49 50
51
52 53