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
1276
$1.08M ﹤0.01%
27,005
-405
1277
$1.07M ﹤0.01%
+47,761
1278
$1.07M ﹤0.01%
14,191
+8,676
1279
$1.07M ﹤0.01%
9,250
1280
$1.06M ﹤0.01%
30,390
-136
1281
$1.06M ﹤0.01%
18,490
-2,144
1282
$1.06M ﹤0.01%
25,248
-1,490
1283
$1.06M ﹤0.01%
82,523
+35,922
1284
$1.06M ﹤0.01%
42,419
1285
$1.05M ﹤0.01%
56,080
-1,689
1286
$1.05M ﹤0.01%
19,195
+2,286
1287
$1.04M ﹤0.01%
17,123
-16,870
1288
$1.04M ﹤0.01%
5,037
-22,698
1289
$1.04M ﹤0.01%
18,741
+12,987
1290
$1.04M ﹤0.01%
30,200
-2,406
1291
$1.04M ﹤0.01%
24,472
-1,264
1292
$1.03M ﹤0.01%
+53,551
1293
$1.03M ﹤0.01%
17,581
-2,795
1294
$1.03M ﹤0.01%
12,484
+620
1295
$1.03M ﹤0.01%
24,767
+12,853
1296
$1.03M ﹤0.01%
51,957
+991
1297
$1.03M ﹤0.01%
15,209
+3,829
1298
$1.03M ﹤0.01%
40,979
+8,083
1299
$1.03M ﹤0.01%
22,030
-793
1300
$1.03M ﹤0.01%
+65,270
50 51
52
53 54