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
1726
$504K ﹤0.01%
8,717
+2,372
1727
$503K ﹤0.01%
+14,369
1728
$501K ﹤0.01%
7,756
+296
1729
$501K ﹤0.01%
10,070
-540
1730
$500K ﹤0.01%
20,833
-2,225
1731
$500K ﹤0.01%
42,586
+28
1732
$500K ﹤0.01%
8,622
-213
1733
$499K ﹤0.01%
9,990
1734
$498K ﹤0.01%
48,383
+4,874
1735
$498K ﹤0.01%
+14,955
1736
$495K ﹤0.01%
18,152
-4,560
1737
$495K ﹤0.01%
19,766
+851
1738
$494K ﹤0.01%
30,289
+9,873
1739
$494K ﹤0.01%
119,915
+2,816
1740
$494K ﹤0.01%
6,135
+765
1741
$493K ﹤0.01%
+9,506
1742
$490K ﹤0.01%
7,691
-11,850
1743
$489K ﹤0.01%
11,892
+2,208
1744
$489K ﹤0.01%
6,071
-591
1745
$487K ﹤0.01%
8,825
+2,844
1746
$487K ﹤0.01%
62,335
+19,370
1747
$486K ﹤0.01%
54,115
+16,236
1748
$485K ﹤0.01%
+12,556
1749
$485K ﹤0.01%
51,579
+27,450
1750
$484K ﹤0.01%
12,493
-9,252
68 69
70
71 72