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
2426
$30K ﹤0.01%
10,050
2427
$29K ﹤0.01%
20,000
2428
$28K ﹤0.01%
20,588
2429
$23K ﹤0.01%
2,312
2430
$23K ﹤0.01%
231
2431
$22K ﹤0.01%
1,280
2432
$22K ﹤0.01%
816
2433
$19K ﹤0.01%
14,305
2434
$18K ﹤0.01%
55
-10
2435
$14K ﹤0.01%
1,000
2436
$14K ﹤0.01%
998
+15
2437
$13K ﹤0.01%
2,333
+300
2438
$10K ﹤0.01%
2,100
2439
$10K ﹤0.01%
1,237
-338
2440
$9K ﹤0.01%
12,700
2441
$9K ﹤0.01%
+724
2442
$8K ﹤0.01%
+2,667
2443
$8K ﹤0.01%
2,500
2444
$5K ﹤0.01%
+1,250
2445
$3K ﹤0.01%
6
2446
$3K ﹤0.01%
19,430
2447
$2K ﹤0.01%
10,000
2448
$2K ﹤0.01%
142
2449
$2K ﹤0.01%
+62,510
2450
$2K ﹤0.01%
+17,500
96 97
98
99 100