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
1326
$981K ﹤0.01%
46,560
+326
1327
$981K ﹤0.01%
56,384
-462
1328
$978K ﹤0.01%
6,951
+1,855
1329
$977K ﹤0.01%
14,385
+461
1330
$975K ﹤0.01%
44,903
-3,272
1331
$974K ﹤0.01%
24,219
-9,406
1332
$966K ﹤0.01%
4,172
1333
$965K ﹤0.01%
37,822
+125
1334
$964K ﹤0.01%
54,520
-11,905
1335
$963K ﹤0.01%
45,138
+23,513
1336
$961K ﹤0.01%
14,203
-3,506
1337
$960K ﹤0.01%
28,723
+2,575
1338
$958K ﹤0.01%
56,667
+8,653
1339
$957K ﹤0.01%
12,318
-595
1340
$956K ﹤0.01%
51,135
-3,454
1341
$955K ﹤0.01%
50,854
-30,911
1342
$954K ﹤0.01%
47,969
-14,998
1343
$951K ﹤0.01%
+19,798
1344
$950K ﹤0.01%
41,247
+1,545
1345
$949K ﹤0.01%
109,782
-819
1346
$948K ﹤0.01%
+41,479
1347
$947K ﹤0.01%
2,421
+149
1348
$944K ﹤0.01%
8,142
-1,177
1349
$941K ﹤0.01%
43,358
+32,607
1350
$941K ﹤0.01%
24,780
-7,177
52 53
54
55 56