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
1376
$905K ﹤0.01%
13,396
-1,060
1377
$902K ﹤0.01%
50,752
+30,801
1378
$902K ﹤0.01%
25,736
-11,990
1379
$899K ﹤0.01%
129,055
-15,758
1380
$899K ﹤0.01%
26,042
-3,244
1381
$896K ﹤0.01%
9,328
+1,450
1382
$895K ﹤0.01%
18,825
+1,171
1383
$895K ﹤0.01%
31,445
-5,750
1384
$894K ﹤0.01%
101,739
+129
1385
$894K ﹤0.01%
74,522
+9,867
1386
$891K ﹤0.01%
9,158
-1,451
1387
$890K ﹤0.01%
137,764
-90,892
1388
$889K ﹤0.01%
91,374
+46,419
1389
$889K ﹤0.01%
151,951
-3,259
1390
$887K ﹤0.01%
14,342
-557
1391
$886K ﹤0.01%
31,149
-541
1392
$883K ﹤0.01%
16,821
+1,314
1393
$882K ﹤0.01%
+39,619
1394
$879K ﹤0.01%
27,553
-2,290
1395
$872K ﹤0.01%
5,618
1396
$872K ﹤0.01%
5,561
-44
1397
$872K ﹤0.01%
13,748
+417
1398
$870K ﹤0.01%
12,307
-579
1399
$869K ﹤0.01%
6,630
+16
1400
$868K ﹤0.01%
31,862
54 55
56
57 58