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
1901
$379K ﹤0.01%
28,582
-2,375
1902
$378K ﹤0.01%
13,820
+5,825
1903
$378K ﹤0.01%
+20,680
1904
$377K ﹤0.01%
+16,823
1905
$377K ﹤0.01%
10,013
+73
1906
$376K ﹤0.01%
6,550
-2,084
1907
$376K ﹤0.01%
1,727
-2,470
1908
$375K ﹤0.01%
35,458
+73
1909
$375K ﹤0.01%
16,950
+315
1910
$374K ﹤0.01%
5,734
-371
1911
$374K ﹤0.01%
17,276
+3,021
1912
$374K ﹤0.01%
24,670
-9,728
1913
$374K ﹤0.01%
62,375
-1,055
1914
$373K ﹤0.01%
17,431
+976
1915
$373K ﹤0.01%
16,352
+1,104
1916
$373K ﹤0.01%
3,125
-3,039
1917
$372K ﹤0.01%
20,824
1918
$372K ﹤0.01%
90,280
+44,538
1919
$370K ﹤0.01%
3,429
-1,118
1920
$370K ﹤0.01%
7,425
-1,150
1921
$369K ﹤0.01%
6,824
-667
1922
$369K ﹤0.01%
8,727
-365
1923
$369K ﹤0.01%
3,632
-3,177
1924
$369K ﹤0.01%
7,616
-74,222
1925
$368K ﹤0.01%
16,470
+3,791
75 76
77
78 79