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
551
$5.88M 0.03%
251,491
-12,200
552
$5.87M 0.03%
73,426
-14,146
553
$5.86M 0.03%
269,187
+15,767
554
$5.83M 0.03%
683,886
+22,279
555
$5.82M 0.02%
77,356
+5,515
556
$5.82M 0.02%
45,155
+10,991
557
$5.82M 0.02%
122,686
+1,665
558
$5.8M 0.02%
189,530
-3,580
559
$5.8M 0.02%
147,613
-10,780
560
$5.79M 0.02%
115,745
-780
561
$5.79M 0.02%
90,419
+3,481
562
$5.79M 0.02%
166,809
-2,316
563
$5.74M 0.02%
253,310
-7,640
564
$5.73M 0.02%
31,643
-951
565
$5.69M 0.02%
100,562
+2,976
566
$5.68M 0.02%
55,339
+21,259
567
$5.67M 0.02%
62,920
+2,921
568
$5.66M 0.02%
36,272
+187
569
$5.66M 0.02%
204,472
-549
570
$5.64M 0.02%
114,970
+7,798
571
$5.64M 0.02%
+213,796
572
$5.63M 0.02%
33,028
-2,377
573
$5.63M 0.02%
158,644
-239
574
$5.63M 0.02%
93,222
+9,197
575
$5.59M 0.02%
471,278
+38,408
21 22
23
24 25