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
1351
$939K ﹤0.01%
32,639
-105
1352
$939K ﹤0.01%
8,038
+2,358
1353
$936K ﹤0.01%
9,582
-3,613
1354
$934K ﹤0.01%
67,037
+6,954
1355
$933K ﹤0.01%
14,292
-4,367
1356
$931K ﹤0.01%
34,955
-4,020
1357
$931K ﹤0.01%
92,381
+8,750
1358
$925K ﹤0.01%
15,504
+4,095
1359
$924K ﹤0.01%
27,851
-293
1360
$924K ﹤0.01%
21,931
-2,420
1361
$923K ﹤0.01%
6,515
-2,326
1362
$923K ﹤0.01%
7,024
+1,279
1363
$922K ﹤0.01%
13,298
-122
1364
$921K ﹤0.01%
27,441
-1,350
1365
$920K ﹤0.01%
55,797
-27,770
1366
$919K ﹤0.01%
17,580
+176
1367
$916K ﹤0.01%
39,360
-1,381
1368
$912K ﹤0.01%
19,392
+119
1369
$912K ﹤0.01%
38,511
-5,309
1370
$911K ﹤0.01%
10,372
-143
1371
$910K ﹤0.01%
17,973
+4,174
1372
$908K ﹤0.01%
65,163
+3,300
1373
$907K ﹤0.01%
28,379
+11,006
1374
$907K ﹤0.01%
8,439
-52
1375
$906K ﹤0.01%
31,353
-2,650
53 54
55
56 57