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
$23.3B
AUM Growth
+$1.2B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,653
New
Increased
Reduced
Closed

Top Buys

1
+$682M
2
+$260M
3
+$231M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$162M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$131M

Top Sells

1
+$85.9M
2
+$73.7M
3
+$73.7M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$43.9M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$42.6M

Sector Composition

1 Technology 10.23%
2 Healthcare 7.82%
3 Financials 7.3%
4 Industrials 5.94%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2551
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-11,800
2552
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-27,620
2553
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-33,093
2554
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-37,222
2555
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-29,400
2556
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-7,050
2557
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-224,497
2558
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-4,966
2559
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-9,917
2560
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-5,369
2561
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-14,890
2562
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-8,628
2563
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-4,320
2564
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-28,968
2565
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-5,679
2566
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-23,622
2567
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-10,365
2568
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-11,634
2569
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-3,052
2570
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-2,909
2571
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-12,648
2572
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-14,122
2573
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-15,976
2574
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-2,307
2575
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-11,328
101 102
103
104 105