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
676
$4.47M 0.02%
65,224
-56,095
677
$4.39M 0.02%
200,636
+16,894
678
$4.38M 0.02%
189,144
-15,756
679
$4.36M 0.02%
601,458
+28,500
680
$4.34M 0.02%
103,310
+44,383
681
$4.32M 0.02%
172,631
+2,984
682
$4.29M 0.02%
1,445,555
-295,831
683
$4.29M 0.02%
34,382
+732
684
$4.28M 0.02%
66,430
+26,003
685
$4.26M 0.02%
141,448
+30,898
686
$4.24M 0.02%
+31,331
687
$4.23M 0.02%
211,404
-8,230
688
$4.23M 0.02%
511,538
+32,302
689
$4.2M 0.02%
1,172,961
+510,786
690
$4.2M 0.02%
113,378
+15,649
691
$4.19M 0.02%
105,107
+12,180
692
$4.18M 0.02%
64,185
-867
693
$4.16M 0.02%
35,204
+11,021
694
$4.16M 0.02%
401,256
+5,526
695
$4.16M 0.02%
87,493
+2,573
696
$4.11M 0.02%
9,985
-270
697
$4.1M 0.02%
8,447
+427
698
$4.1M 0.02%
152,966
+604
699
$4.08M 0.02%
25,877
-17,175
700
$4.07M 0.02%
66,833
-1,650
26 27
28
29 30