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
401
$9.38M 0.04%
86,906
-2,402
402
$9.33M 0.04%
296,013
-2,612
403
$9.33M 0.04%
173,023
+2,945
404
$9.31M 0.04%
27,404
+1,379
405
$9.3M 0.04%
404,261
+53,183
406
$9.24M 0.04%
388,457
+148,059
407
$9.23M 0.04%
382,570
+1,722
408
$9.22M 0.04%
89,610
+27,234
409
$9.22M 0.04%
168,396
+5,352
410
$9.21M 0.04%
42,167
-672
411
$9.17M 0.04%
419,161
+33,985
412
$9.14M 0.04%
148,753
+24,525
413
$9.11M 0.04%
194,310
+50,160
414
$9.11M 0.04%
236,549
+10,774
415
$9.09M 0.04%
149,534
-431
416
$9.04M 0.04%
190,815
-34,933
417
$9.03M 0.04%
57,270
+1,774
418
$9.02M 0.04%
230,535
+19,841
419
$9.01M 0.04%
184,924
-9,717
420
$8.99M 0.04%
22,469
-69
421
$8.95M 0.04%
309,690
-10,685
422
$8.9M 0.04%
157,042
-2,036
423
$8.85M 0.04%
43,671
+5,829
424
$8.84M 0.04%
183,571
+4,756
425
$8.82M 0.04%
32,719
-2,703
15 16
17
18 19