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
1551
$668K ﹤0.01%
7,789
-215
1552
$666K ﹤0.01%
66,580
-10,271
1553
$664K ﹤0.01%
7,907
+1,489
1554
$664K ﹤0.01%
35,373
-58,433
1555
$659K ﹤0.01%
15,590
-2,964
1556
$658K ﹤0.01%
+8,753
1557
$654K ﹤0.01%
+54,254
1558
$653K ﹤0.01%
10,266
-91,686
1559
$651K ﹤0.01%
12,524
-206
1560
$651K ﹤0.01%
34,695
+2,900
1561
$649K ﹤0.01%
22,213
+13,594
1562
$648K ﹤0.01%
+7,212
1563
$648K ﹤0.01%
4,865
-30
1564
$647K ﹤0.01%
25,363
+12,325
1565
$646K ﹤0.01%
55,153
+12,050
1566
$644K ﹤0.01%
+24,861
1567
$644K ﹤0.01%
9,503
-1,155
1568
$643K ﹤0.01%
21,865
+1,190
1569
$642K ﹤0.01%
+27,069
1570
$641K ﹤0.01%
19,323
-2,298
1571
$640K ﹤0.01%
33,098
-385
1572
$639K ﹤0.01%
18,289
+1,381
1573
$637K ﹤0.01%
3,577
+437
1574
$636K ﹤0.01%
62,348
-8,380
1575
$635K ﹤0.01%
11,121
-1,820
61 62
63
64 65