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
701
$4.06M 0.02%
165,376
+33,384
702
$4.06M 0.02%
247,119
+147,434
703
$4.05M 0.02%
55,591
+11,870
704
$4.04M 0.02%
38,027
-1,443
705
$4.01M 0.02%
88,022
-1,367
706
$3.96M 0.02%
358,889
+18,632
707
$3.94M 0.02%
120,845
+2,203
708
$3.94M 0.02%
177,690
-94,587
709
$3.92M 0.02%
11,272
-39
710
$3.91M 0.02%
147,046
+2,122
711
$3.87M 0.02%
26,212
+3,230
712
$3.86M 0.02%
203,715
-6,111
713
$3.85M 0.02%
91,374
-3,885
714
$3.85M 0.02%
120,488
-123
715
$3.82M 0.02%
18,481
+865
716
$3.81M 0.02%
576,253
-5,835
717
$3.81M 0.02%
71,641
-8,052
718
$3.8M 0.02%
100,745
-7,065
719
$3.8M 0.02%
63,739
-829
720
$3.79M 0.02%
88,766
-26,447
721
$3.79M 0.02%
+1,770
722
$3.78M 0.02%
44,869
-10,729
723
$3.78M 0.02%
53,967
-21,220
724
$3.77M 0.02%
+213,583
725
$3.73M 0.02%
73,745
+7,355
27 28
29
30 31