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
1526
$712K ﹤0.01%
11,111
-1,375
1527
$710K ﹤0.01%
+15,246
1528
$710K ﹤0.01%
87,500
+43,650
1529
$708K ﹤0.01%
31,505
+10,112
1530
$705K ﹤0.01%
3,343
-41,360
1531
$703K ﹤0.01%
26,060
-53,540
1532
$700K ﹤0.01%
15,649
+1,200
1533
$700K ﹤0.01%
26,424
1534
$697K ﹤0.01%
11,188
-38
1535
$694K ﹤0.01%
6,624
-25,130
1536
$688K ﹤0.01%
11,259
-532
1537
$688K ﹤0.01%
41,680
+1,100
1538
$687K ﹤0.01%
11,613
+5,976
1539
$686K ﹤0.01%
6,288
-293
1540
$681K ﹤0.01%
26,766
+15,650
1541
$681K ﹤0.01%
44,446
-5,654
1542
$680K ﹤0.01%
15,697
-4,541
1543
$679K ﹤0.01%
57,607
-9,262
1544
$677K ﹤0.01%
27,116
-1,856
1545
$677K ﹤0.01%
4,983
-181
1546
$676K ﹤0.01%
31,868
-1,375
1547
$674K ﹤0.01%
23,696
+5,182
1548
$673K ﹤0.01%
20,938
+5,119
1549
$672K ﹤0.01%
27,186
+4,113
1550
$669K ﹤0.01%
14,136
+1,722
60 61
62
63 64