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
1951
$355K ﹤0.01%
7,157
-4,273
1952
$353K ﹤0.01%
36,350
-34
1953
$353K ﹤0.01%
21,512
+26
1954
$353K ﹤0.01%
19,075
1955
$352K ﹤0.01%
8,929
-89
1956
$351K ﹤0.01%
12,744
1957
$350K ﹤0.01%
23,953
+7
1958
$349K ﹤0.01%
19,077
+600
1959
$349K ﹤0.01%
94,841
+35,431
1960
$347K ﹤0.01%
14,625
-2,700
1961
$347K ﹤0.01%
42,695
-174,068
1962
$347K ﹤0.01%
8,497
+678
1963
$346K ﹤0.01%
7,008
+237
1964
$346K ﹤0.01%
4,451
+66
1965
$345K ﹤0.01%
5,495
-760
1966
$345K ﹤0.01%
56,839
-910
1967
$344K ﹤0.01%
14,075
+3,475
1968
$344K ﹤0.01%
16,387
+5,503
1969
$343K ﹤0.01%
+18,744
1970
$343K ﹤0.01%
34,196
-156
1971
$343K ﹤0.01%
28,523
+48
1972
$342K ﹤0.01%
+9,277
1973
$340K ﹤0.01%
5,857
1974
$339K ﹤0.01%
22,362
+1,527
1975
$339K ﹤0.01%
4,427
-324
77 78
79
80 81