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
476
$7.5M 0.03%
171,546
-25,672
477
$7.49M 0.03%
134,450
-155
478
$7.48M 0.03%
90,812
-14,485
479
$7.43M 0.03%
67,525
-315
480
$7.42M 0.03%
82,362
+10,391
481
$7.42M 0.03%
51,556
+18,605
482
$7.42M 0.03%
+35,825
483
$7.38M 0.03%
119,117
+8,721
484
$7.35M 0.03%
89,183
-362,610
485
$7.34M 0.03%
304,396
+3,090
486
$7.34M 0.03%
617,777
+280,370
487
$7.33M 0.03%
28,468
+965
488
$7.32M 0.03%
+175,612
489
$7.31M 0.03%
41,527
+2,147
490
$7.29M 0.03%
355,331
+31,054
491
$7.28M 0.03%
121,365
-1,621
492
$7.22M 0.03%
106,189
-10,949
493
$7.2M 0.03%
301,849
-4,059
494
$7.2M 0.03%
891,602
-1,288
495
$7.16M 0.03%
630,637
+20,052
496
$7.16M 0.03%
666,902
+61,262
497
$7.15M 0.03%
+38,286
498
$7.11M 0.03%
85,326
+3,491
499
$7.09M 0.03%
329,281
-22,810
500
$7.08M 0.03%
6,526
-75
18 19
20
21 22