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
1676
$540K ﹤0.01%
13,161
+19
1677
$539K ﹤0.01%
11,040
-25,239
1678
$536K ﹤0.01%
9,321
-462
1679
$535K ﹤0.01%
7,945
1680
$535K ﹤0.01%
19,823
+198
1681
$535K ﹤0.01%
30,715
+4,923
1682
$533K ﹤0.01%
13,995
+2,994
1683
$533K ﹤0.01%
7,414
+48
1684
$532K ﹤0.01%
24,964
-2,837
1685
$532K ﹤0.01%
6,248
-93
1686
$532K ﹤0.01%
5,496
-113
1687
$530K ﹤0.01%
+35,609
1688
$529K ﹤0.01%
19,341
+1,801
1689
$529K ﹤0.01%
30,428
+31
1690
$529K ﹤0.01%
45,831
-2,219
1691
$529K ﹤0.01%
15,455
+6,113
1692
$528K ﹤0.01%
+8,236
1693
$528K ﹤0.01%
91,958
-2,363
1694
$527K ﹤0.01%
13,901
+117
1695
$526K ﹤0.01%
12,522
-45,893
1696
$525K ﹤0.01%
+6,750
1697
$525K ﹤0.01%
17,862
+1,754
1698
$524K ﹤0.01%
15,268
+2,827
1699
$523K ﹤0.01%
9,520
-115,638
1700
$523K ﹤0.01%
9,313
+92
66 67
68
69 70