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
651
$4.73M 0.02%
132,975
-12,176
652
$4.73M 0.02%
10,830
-183
653
$4.73M 0.02%
14,008
-671
654
$4.73M 0.02%
122,027
-5,345
655
$4.72M 0.02%
74,892
-53,945
656
$4.72M 0.02%
30,167
+1,050
657
$4.71M 0.02%
68,771
+1,044
658
$4.71M 0.02%
52,443
+15,465
659
$4.7M 0.02%
246,945
+392
660
$4.69M 0.02%
516,935
+21,410
661
$4.68M 0.02%
+62,156
662
$4.67M 0.02%
56,196
-2,635
663
$4.64M 0.02%
46,799
-351
664
$4.63M 0.02%
44,769
+7,206
665
$4.63M 0.02%
164,879
-49,666
666
$4.61M 0.02%
17,058
-9,963
667
$4.59M 0.02%
96,904
+42,868
668
$4.58M 0.02%
252,976
+5,775
669
$4.57M 0.02%
69,365
+4,814
670
$4.57M 0.02%
22,671
+2,157
671
$4.55M 0.02%
+71,834
672
$4.55M 0.02%
151,686
+91,923
673
$4.53M 0.02%
82,332
-15,181
674
$4.51M 0.02%
288,784
-32,032
675
$4.49M 0.02%
20,034
+393
25 26
27
28 29