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
451
$8.24M 0.04%
321,906
+79,963
452
$8.1M 0.03%
118,435
+3,598
453
$8.03M 0.03%
37,807
-719
454
$8.02M 0.03%
253,976
-2,012
455
$7.99M 0.03%
297,489
+19,201
456
$7.96M 0.03%
426,935
-18,408
457
$7.95M 0.03%
187,926
+77,508
458
$7.94M 0.03%
250,611
+16,145
459
$7.93M 0.03%
93,063
+7,172
460
$7.89M 0.03%
105,204
+9,684
461
$7.87M 0.03%
377,392
+18,284
462
$7.84M 0.03%
108,596
-10,796
463
$7.83M 0.03%
+164,843
464
$7.73M 0.03%
80,461
+429
465
$7.73M 0.03%
155,297
+10,438
466
$7.72M 0.03%
158,820
+17,510
467
$7.71M 0.03%
21,227
+159
468
$7.69M 0.03%
+58,248
469
$7.68M 0.03%
170,145
-96
470
$7.67M 0.03%
40,915
+1,518
471
$7.66M 0.03%
85,318
+1,811
472
$7.64M 0.03%
31,414
-1,431
473
$7.59M 0.03%
364,942
+151,363
474
$7.53M 0.03%
23,671
-530
475
$7.51M 0.03%
26,773
+20,754
17 18
19
20 21