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
1876
$395K ﹤0.01%
18,255
+370
1877
$395K ﹤0.01%
13,123
+4,133
1878
$394K ﹤0.01%
32,377
-47
1879
$394K ﹤0.01%
7,206
+808
1880
$394K ﹤0.01%
+6,971
1881
$394K ﹤0.01%
5,179
-508
1882
$394K ﹤0.01%
17,213
+6,863
1883
$393K ﹤0.01%
14,275
+51
1884
$393K ﹤0.01%
42,494
+1,333
1885
$392K ﹤0.01%
76,984
+11,599
1886
$392K ﹤0.01%
14,901
-2,596
1887
$390K ﹤0.01%
6,760
+1,141
1888
$389K ﹤0.01%
10,610
-605
1889
$388K ﹤0.01%
13,482
+3,541
1890
$388K ﹤0.01%
9,906
-2,883
1891
$388K ﹤0.01%
8,185
-400
1892
$386K ﹤0.01%
+11,779
1893
$386K ﹤0.01%
3,450
-70
1894
$386K ﹤0.01%
4,882
+132
1895
$385K ﹤0.01%
21,625
+6,175
1896
$385K ﹤0.01%
50,208
+21,321
1897
$385K ﹤0.01%
18,654
-3,136
1898
$383K ﹤0.01%
32,645
-4,930
1899
$382K ﹤0.01%
2,833
-31
1900
$381K ﹤0.01%
28,358
+1,241
74 75
76
77 78