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
501
$7.07M 0.03%
32,864
-5,517
502
$6.98M 0.03%
142,376
-1,771
503
$6.98M 0.03%
316,643
+12,792
504
$6.97M 0.03%
171,582
+42,068
505
$6.96M 0.03%
203,631
+11,981
506
$6.93M 0.03%
137,496
-5,206
507
$6.89M 0.03%
132,443
+20,161
508
$6.81M 0.03%
28,105
+3,775
509
$6.79M 0.03%
164,022
+5,454
510
$6.78M 0.03%
229,800
+31,900
511
$6.77M 0.03%
25,850
-2,731
512
$6.75M 0.03%
101,087
-10,024
513
$6.72M 0.03%
117,663
-2,360
514
$6.65M 0.03%
31,575
-13,232
515
$6.64M 0.03%
383,324
-2,795
516
$6.62M 0.03%
290,210
+19,528
517
$6.62M 0.03%
245,980
+8,540
518
$6.61M 0.03%
75,586
+11,582
519
$6.6M 0.03%
155,977
+9,064
520
$6.59M 0.03%
48,412
+498
521
$6.58M 0.03%
+141,513
522
$6.55M 0.03%
168,765
+21,467
523
$6.54M 0.03%
218,641
+54,442
524
$6.54M 0.03%
186,475
+1,976
525
$6.53M 0.03%
420,404
-338
19 20
21
22 23