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
626
$5.09M 0.02%
196,568
-79,948
627
$5.08M 0.02%
281,449
+24,857
628
$5.07M 0.02%
49,841
+2,161
629
$5.06M 0.02%
21,250
+52
630
$5.06M 0.02%
202,793
+3,419
631
$5.06M 0.02%
79,288
-571
632
$5.05M 0.02%
29,734
+4,273
633
$5.05M 0.02%
157,563
+23,391
634
$5.04M 0.02%
+95,173
635
$5.03M 0.02%
+54,466
636
$5M 0.02%
903,321
+69,230
637
$4.99M 0.02%
88,700
+3,190
638
$4.99M 0.02%
47,880
-763
639
$4.97M 0.02%
728,464
+20,143
640
$4.91M 0.02%
36,325
+956
641
$4.88M 0.02%
151,076
+2,437
642
$4.86M 0.02%
64,163
+53,167
643
$4.86M 0.02%
174,763
-707
644
$4.86M 0.02%
74,591
+191
645
$4.79M 0.02%
146,719
+4,609
646
$4.79M 0.02%
592,678
+29,873
647
$4.77M 0.02%
297,765
+35,598
648
$4.75M 0.02%
80,719
+1,782
649
$4.75M 0.02%
287,926
+45,816
650
$4.74M 0.02%
21,300
-449
24 25
26
27 28