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
1976
$339K ﹤0.01%
6,342
+184
1977
$338K ﹤0.01%
+11,307
1978
$338K ﹤0.01%
10,093
-212
1979
$337K ﹤0.01%
17,484
-699
1980
$337K ﹤0.01%
5,829
-900
1981
$337K ﹤0.01%
13,965
+693
1982
$336K ﹤0.01%
7,812
-475
1983
$335K ﹤0.01%
31,313
+6,869
1984
$334K ﹤0.01%
4,590
-236
1985
$334K ﹤0.01%
3,265
-961
1986
$331K ﹤0.01%
+36,345
1987
$331K ﹤0.01%
4,442
+928
1988
$330K ﹤0.01%
3,909
-2,117
1989
$330K ﹤0.01%
11,109
-79
1990
$330K ﹤0.01%
8,190
-128
1991
$330K ﹤0.01%
6,625
1992
$329K ﹤0.01%
8,982
+2
1993
$329K ﹤0.01%
18,714
+191
1994
$328K ﹤0.01%
9,078
-881
1995
$328K ﹤0.01%
4,319
-336
1996
$328K ﹤0.01%
10,671
-27
1997
$327K ﹤0.01%
50,243
-3,471
1998
$327K ﹤0.01%
+12,000
1999
$325K ﹤0.01%
13,019
-13,385
2000
$324K ﹤0.01%
6,339
-4,164
78 79
80
81 82