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
1476
$762K ﹤0.01%
15,741
+3,069
1477
$762K ﹤0.01%
57,194
-826,584
1478
$762K ﹤0.01%
15,103
-678
1479
$762K ﹤0.01%
+24,857
1480
$760K ﹤0.01%
3,319
-21
1481
$760K ﹤0.01%
94,648
+9,543
1482
$759K ﹤0.01%
16,374
+1,187
1483
$759K ﹤0.01%
4,909
+336
1484
$758K ﹤0.01%
55,877
-7,797
1485
$757K ﹤0.01%
9,762
-150
1486
$755K ﹤0.01%
+12,404
1487
$754K ﹤0.01%
19,265
+800
1488
$752K ﹤0.01%
17,463
-242
1489
$751K ﹤0.01%
4,852
+6
1490
$750K ﹤0.01%
8,042
-352
1491
$747K ﹤0.01%
46,016
+19,968
1492
$746K ﹤0.01%
17,184
-10,663
1493
$746K ﹤0.01%
+45,541
1494
$745K ﹤0.01%
62,489
+19,318
1495
$745K ﹤0.01%
103,314
+34,224
1496
$743K ﹤0.01%
44,501
+4,267
1497
$743K ﹤0.01%
151,399
-5,627
1498
$743K ﹤0.01%
3,051
-29,700
1499
$742K ﹤0.01%
65,600
1500
$741K ﹤0.01%
53,903
+205
58 59
60
61 62