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
1626
$584K ﹤0.01%
26,325
-36
1627
$583K ﹤0.01%
20,033
-505
1628
$582K ﹤0.01%
15,091
-2,072
1629
$580K ﹤0.01%
56,794
-123
1630
$580K ﹤0.01%
5,114
+266
1631
$580K ﹤0.01%
+13,829
1632
$578K ﹤0.01%
9,719
+600
1633
$577K ﹤0.01%
90,367
-4,097
1634
$577K ﹤0.01%
9,432
-600
1635
$577K ﹤0.01%
17,797
+5,071
1636
$575K ﹤0.01%
38,203
-2,103
1637
$575K ﹤0.01%
43,695
+14,737
1638
$575K ﹤0.01%
2,832
-30
1639
$575K ﹤0.01%
10,080
+656
1640
$572K ﹤0.01%
6,918
-6,538
1641
$572K ﹤0.01%
12,985
-29,650
1642
$571K ﹤0.01%
24,615
-1,937
1643
$567K ﹤0.01%
10,637
+1,303
1644
$567K ﹤0.01%
19,945
1645
$565K ﹤0.01%
19,087
+11,002
1646
$565K ﹤0.01%
+94,471
1647
$564K ﹤0.01%
32,895
-73,380
1648
$564K ﹤0.01%
18,222
-901
1649
$563K ﹤0.01%
17,229
-14,162
1650
$563K ﹤0.01%
14,293
+5
64 65
66
67 68