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
576
$5.58M 0.02%
89,574
+45,478
577
$5.58M 0.02%
74,604
-1,403
578
$5.58M 0.02%
9,800
-3,494
579
$5.57M 0.02%
+152,759
580
$5.55M 0.02%
114,494
+43,598
581
$5.54M 0.02%
68,156
-986
582
$5.53M 0.02%
440,572
+4,751
583
$5.52M 0.02%
124,677
-330,450
584
$5.47M 0.02%
30,885
+1,667
585
$5.47M 0.02%
143,829
-13,838
586
$5.46M 0.02%
60,417
-2,798
587
$5.45M 0.02%
68,678
-33,628
588
$5.45M 0.02%
140,870
+4,620
589
$5.45M 0.02%
151,746
+3,954
590
$5.44M 0.02%
69,820
+472
591
$5.44M 0.02%
340,576
+3,884
592
$5.44M 0.02%
147,671
-13,070
593
$5.43M 0.02%
61,967
-1,193
594
$5.43M 0.02%
57,619
+7,521
595
$5.41M 0.02%
279,340
+45,970
596
$5.39M 0.02%
120,329
-169,721
597
$5.38M 0.02%
70,838
+2,123
598
$5.34M 0.02%
99,837
-848
599
$5.34M 0.02%
4,921
-168
600
$5.33M 0.02%
91,530
+7,800
22 23
24
25 26