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
1301
$1.03M ﹤0.01%
38,289
+250
1302
$1.02M ﹤0.01%
11,128
+8
1303
$1.02M ﹤0.01%
6,285
-235
1304
$1.02M ﹤0.01%
16,480
-1,447
1305
$1.01M ﹤0.01%
36,238
+1,839
1306
$1.01M ﹤0.01%
+15,451
1307
$1.01M ﹤0.01%
25,350
+294
1308
$1.01M ﹤0.01%
+89,851
1309
$1.01M ﹤0.01%
19,375
-3,034
1310
$1.01M ﹤0.01%
3,062
-43
1311
$1.01M ﹤0.01%
21,913
+1,301
1312
$1M ﹤0.01%
80,861
-13,688
1313
$1M ﹤0.01%
160,509
-6,923
1314
$1M ﹤0.01%
50,286
+1,085
1315
$1M ﹤0.01%
46,232
-25,593
1316
$1M ﹤0.01%
30,648
-500
1317
$999K ﹤0.01%
44,199
-615
1318
$995K ﹤0.01%
16,705
+223
1319
$995K ﹤0.01%
19,631
-16,446
1320
$992K ﹤0.01%
29,354
-5,555
1321
$990K ﹤0.01%
23,561
+6,638
1322
$985K ﹤0.01%
+39,529
1323
$985K ﹤0.01%
4,182
-2,727
1324
$984K ﹤0.01%
50,468
-4,700
1325
$982K ﹤0.01%
25,790
-712
51 52
53
54 55