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
1401
$866K ﹤0.01%
10,197
+2,429
1402
$864K ﹤0.01%
60,769
+5,865
1403
$858K ﹤0.01%
30,737
+8,116
1404
$856K ﹤0.01%
7,104
-3,931
1405
$853K ﹤0.01%
72,871
-28,766
1406
$853K ﹤0.01%
7,786
-160
1407
$853K ﹤0.01%
5,861
+81
1408
$852K ﹤0.01%
105,428
+4,927
1409
$852K ﹤0.01%
32,174
+4,835
1410
$851K ﹤0.01%
106,799
+62,212
1411
$851K ﹤0.01%
30,437
+994
1412
$850K ﹤0.01%
7,052
-1,232
1413
$849K ﹤0.01%
24,985
-1,448
1414
$846K ﹤0.01%
8,410
+2,450
1415
$841K ﹤0.01%
10,865
-6,851
1416
$840K ﹤0.01%
92,718
-515
1417
$838K ﹤0.01%
+13,750
1418
$835K ﹤0.01%
22,533
-83,909
1419
$835K ﹤0.01%
8,292
-12,063
1420
$833K ﹤0.01%
6,509
+360
1421
$831K ﹤0.01%
32,527
+16,165
1422
$831K ﹤0.01%
96,911
+39,307
1423
$825K ﹤0.01%
4,714
-149
1424
$825K ﹤0.01%
95,350
1425
$822K ﹤0.01%
17,523
-977
55 56
57
58 59