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
1426
$817K ﹤0.01%
25,221
+3,427
1427
$816K ﹤0.01%
35,390
1428
$816K ﹤0.01%
20,473
-115,947
1429
$811K ﹤0.01%
38,514
+1,373
1430
$810K ﹤0.01%
8,588
+266
1431
$805K ﹤0.01%
44,705
+12,101
1432
$803K ﹤0.01%
45,342
+6,024
1433
$801K ﹤0.01%
22,409
+1,144
1434
$797K ﹤0.01%
57,644
-673
1435
$797K ﹤0.01%
23,553
-1,009
1436
$797K ﹤0.01%
10,738
+1,143
1437
$796K ﹤0.01%
45,499
+16,227
1438
$796K ﹤0.01%
+27,039
1439
$793K ﹤0.01%
44,276
-53,630
1440
$792K ﹤0.01%
47,743
+4,939
1441
$791K ﹤0.01%
15,393
+1,006
1442
$791K ﹤0.01%
7,552
-21,552
1443
$791K ﹤0.01%
18,340
-2,297
1444
$790K ﹤0.01%
+27,673
1445
$790K ﹤0.01%
20,955
-568
1446
$788K ﹤0.01%
+17,375
1447
$788K ﹤0.01%
4,562
+165
1448
$788K ﹤0.01%
18,177
-1,362
1449
$787K ﹤0.01%
56,256
-800
1450
$787K ﹤0.01%
36,265
-8,939
56 57
58
59 60