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
1751
$484K ﹤0.01%
29,290
-389
1752
$482K ﹤0.01%
32,043
+19,191
1753
$482K ﹤0.01%
+7,716
1754
$481K ﹤0.01%
1,603
+60
1755
$481K ﹤0.01%
43,562
+4,256
1756
$480K ﹤0.01%
40,252
+26,748
1757
$479K ﹤0.01%
+7,648
1758
$478K ﹤0.01%
22,674
+7,673
1759
$478K ﹤0.01%
38,301
-2,807
1760
$476K ﹤0.01%
9,032
+120
1761
$476K ﹤0.01%
13,484
1762
$476K ﹤0.01%
16,910
-730
1763
$476K ﹤0.01%
16,265
-299,055
1764
$475K ﹤0.01%
6,664
-71
1765
$473K ﹤0.01%
5,025
-1,418
1766
$473K ﹤0.01%
8,174
+773
1767
$473K ﹤0.01%
35,855
+17,350
1768
$472K ﹤0.01%
47,964
-8,232
1769
$471K ﹤0.01%
5,808
-1,340
1770
$469K ﹤0.01%
16,937
-968
1771
$468K ﹤0.01%
9,784
+3,101
1772
$467K ﹤0.01%
1,741
-524
1773
$465K ﹤0.01%
13,058
+408
1774
$464K ﹤0.01%
+10,171
1775
$464K ﹤0.01%
14,965
69 70
71
72 73