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
1651
$563K ﹤0.01%
+21,556
1652
$562K ﹤0.01%
54,062
+120
1653
$562K ﹤0.01%
+16,402
1654
$562K ﹤0.01%
+52,710
1655
$559K ﹤0.01%
17,823
+1,108
1656
$554K ﹤0.01%
35,792
+4,422
1657
$553K ﹤0.01%
13,935
+6,848
1658
$552K ﹤0.01%
12,353
-398
1659
$552K ﹤0.01%
18,879
+10,883
1660
$551K ﹤0.01%
25,233
-13,215
1661
$551K ﹤0.01%
10,742
+2,137
1662
$550K ﹤0.01%
7,967
-258
1663
$550K ﹤0.01%
37,541
+2,227
1664
$550K ﹤0.01%
+2,745
1665
$548K ﹤0.01%
8,680
+822
1666
$548K ﹤0.01%
11,951
-1,414
1667
$547K ﹤0.01%
11,296
-8,379
1668
$547K ﹤0.01%
6,163
-87
1669
$546K ﹤0.01%
12,280
1670
$546K ﹤0.01%
42,751
-5,268
1671
$544K ﹤0.01%
7,541
-1,030
1672
$543K ﹤0.01%
10,150
-30
1673
$542K ﹤0.01%
+14,049
1674
$542K ﹤0.01%
4,107
-226
1675
$540K ﹤0.01%
12,483
-19,454
65 66
67
68 69