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
2276
$204K ﹤0.01%
1,740
-101
2277
$204K ﹤0.01%
108,104
+3,000
2278
$204K ﹤0.01%
3,544
2279
$204K ﹤0.01%
+2,342
2280
$204K ﹤0.01%
4,797
-1,326
2281
$204K ﹤0.01%
13,110
-1,423
2282
$202K ﹤0.01%
+7,667
2283
$202K ﹤0.01%
+6,796
2284
$202K ﹤0.01%
+7,451
2285
$201K ﹤0.01%
18,414
-41,295
2286
$201K ﹤0.01%
17,545
+3,514
2287
$200K ﹤0.01%
+3,410
2288
$200K ﹤0.01%
+5,371
2289
$199K ﹤0.01%
10,386
+250
2290
$198K ﹤0.01%
19,366
+3,299
2291
$198K ﹤0.01%
+16,796
2292
$198K ﹤0.01%
+13,874
2293
$193K ﹤0.01%
21,805
+3,676
2294
$193K ﹤0.01%
13,074
-1,227
2295
$193K ﹤0.01%
24,101
+4,467
2296
$189K ﹤0.01%
15,494
-2,946
2297
$188K ﹤0.01%
68,029
-19,144
2298
$186K ﹤0.01%
12,874
2299
$186K ﹤0.01%
99,840
-2,323
2300
$184K ﹤0.01%
17,437
+1,155
90 91
92
93 94