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
426
$8.81M 0.04%
105,617
-5,101
427
$8.8M 0.04%
61,385
+583
428
$8.8M 0.04%
+240,328
429
$8.76M 0.04%
130,059
-18,511
430
$8.73M 0.04%
5,315
+403
431
$8.7M 0.04%
261,747
+14,028
432
$8.69M 0.04%
81,322
+8,782
433
$8.68M 0.04%
109,105
-12,062
434
$8.67M 0.04%
35,776
+1,052
435
$8.64M 0.04%
190,230
+17,640
436
$8.64M 0.04%
61,208
-1,149
437
$8.63M 0.04%
70,861
-5,886
438
$8.6M 0.04%
89,431
-8,295
439
$8.58M 0.04%
43,618
+206
440
$8.58M 0.04%
263,897
+96,395
441
$8.56M 0.04%
42,817
-612
442
$8.5M 0.04%
750,204
+28,283
443
$8.45M 0.04%
118,339
-1,748
444
$8.44M 0.04%
21,777
-775
445
$8.42M 0.04%
111,422
-22,628
446
$8.34M 0.04%
238,979
-155,996
447
$8.32M 0.04%
25,537
+352
448
$8.29M 0.04%
220,122
+131
449
$8.27M 0.04%
136,797
+12,223
450
$8.24M 0.04%
310,382
-16,462
16 17
18
19 20