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
1576
$635K ﹤0.01%
146,410
-12,005
1577
$634K ﹤0.01%
2,718
+1,206
1578
$633K ﹤0.01%
11,908
-582
1579
$632K ﹤0.01%
21,013
-222
1580
$632K ﹤0.01%
44,825
1581
$631K ﹤0.01%
2,128
-68
1582
$631K ﹤0.01%
12,198
+2,140
1583
$629K ﹤0.01%
13,471
+7,993
1584
$628K ﹤0.01%
2,690
-54
1585
$625K ﹤0.01%
35,597
+2,772
1586
$624K ﹤0.01%
+8,918
1587
$621K ﹤0.01%
33,593
+17,578
1588
$621K ﹤0.01%
30,809
+18,957
1589
$620K ﹤0.01%
+11,268
1590
$619K ﹤0.01%
39,665
+1,835
1591
$617K ﹤0.01%
28,571
-1,628
1592
$616K ﹤0.01%
16,042
1593
$616K ﹤0.01%
46,522
+3,576
1594
$616K ﹤0.01%
20,311
+655
1595
$616K ﹤0.01%
26,115
-4,082
1596
$612K ﹤0.01%
18,169
+6,166
1597
$610K ﹤0.01%
+30,316
1598
$609K ﹤0.01%
17,803
+3,701
1599
$609K ﹤0.01%
6,715
+1,380
1600
$608K ﹤0.01%
59,881
-1,887
62 63
64
65 66