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
2376
$99K ﹤0.01%
10,000
2377
$98K ﹤0.01%
11,600
2378
$93K ﹤0.01%
10,267
-48,565
2379
$90K ﹤0.01%
19,684
2380
$89K ﹤0.01%
20,503
-42,729
2381
$89K ﹤0.01%
13,485
-3,889
2382
$89K ﹤0.01%
14,614
-48,832
2383
$88K ﹤0.01%
16,405
+1,691
2384
$87K ﹤0.01%
38,564
-7,364
2385
$85K ﹤0.01%
29,365
2386
$85K ﹤0.01%
56,091
-16
2387
$84K ﹤0.01%
10,282
+281
2388
$83K ﹤0.01%
+11,429
2389
$83K ﹤0.01%
15,500
-1,500
2390
$80K ﹤0.01%
707
+205
2391
$78K ﹤0.01%
14,919
-1,894
2392
$78K ﹤0.01%
15,000
2393
$77K ﹤0.01%
+10,193
2394
$71K ﹤0.01%
12,150
2395
$70K ﹤0.01%
18,150
-10,000
2396
$70K ﹤0.01%
10,799
2397
$68K ﹤0.01%
25,592
-382,837
2398
$68K ﹤0.01%
844
+510
2399
$67K ﹤0.01%
13,189
+625
2400
$62K ﹤0.01%
10,000
94 95
96
97 98