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 7.29%
4 Industrials 5.94%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$15.2M 0.06%
637,265
+18,605
277
$15.1M 0.06%
568,592
-49,992
278
$15.1M 0.06%
162,759
+12,471
279
$15M 0.06%
761,257
+6,845
280
$15M 0.06%
173,258
-2,027
281
$15M 0.06%
241,985
+17,837
282
$15M 0.06%
650,088
-5,004
283
$14.9M 0.06%
463,642
-156,813
284
$14.9M 0.06%
173,835
+7,325
285
$14.9M 0.06%
179,903
+4,102
286
$14.8M 0.06%
+116,110
287
$14.8M 0.06%
153,480
-36,839
288
$14.7M 0.06%
61,076
-505
289
$14.6M 0.06%
649,611
+59,554
290
$14.5M 0.06%
+54,818
291
$14.4M 0.06%
+286,568
292
$14.2M 0.06%
121,788
+384
293
$14.2M 0.06%
110,900
+1,095
294
$14.1M 0.06%
+138,177
295
$13.9M 0.06%
34,669
-1,034
296
$13.9M 0.06%
153,398
+56,114
297
$13.8M 0.06%
193,653
+12,872
298
$13.8M 0.06%
151,583
+2,927
299
$13.7M 0.06%
130,637
-3,774
300
$13.7M 0.06%
248,430
+60,096
10 11
12
13 14