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
376
$10.4M 0.04%
115,823
-22,450
377
$10.3M 0.04%
+79,493
378
$10.3M 0.04%
445,823
+34,227
379
$10.3M 0.04%
136,667
+8,790
380
$10.2M 0.04%
+186,790
381
$10.2M 0.04%
306,436
+47,336
382
$10.2M 0.04%
46,711
-825
383
$10.2M 0.04%
236,995
-5,856
384
$10.1M 0.04%
213,282
-276
385
$10M 0.04%
346,280
-32,290
386
$10M 0.04%
167,454
+69,607
387
$10M 0.04%
158,064
+3,788
388
$9.96M 0.04%
60,437
+9,525
389
$9.96M 0.04%
778,177
+14,366
390
$9.92M 0.04%
27,586
-979
391
$9.9M 0.04%
60,562
+972
392
$9.88M 0.04%
+350,072
393
$9.75M 0.04%
223,907
-486
394
$9.66M 0.04%
210,497
+91,731
395
$9.64M 0.04%
47,347
+293
396
$9.61M 0.04%
129,100
-93,888
397
$9.6M 0.04%
326,015
-5,196
398
$9.53M 0.04%
216,167
-51,582
399
$9.48M 0.04%
91,680
+2,555
400
$9.46M 0.04%
57,364
+1,279
14 15
16
17 18