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
751
$3.45M 0.01%
339,196
752
$3.45M 0.01%
46,380
+9,104
753
$3.44M 0.01%
58,813
+34
754
$3.44M 0.01%
91,214
+43,559
755
$3.43M 0.01%
37,721
-8,374
756
$3.42M 0.01%
137,167
+4,917
757
$3.4M 0.01%
101,080
+5,848
758
$3.4M 0.01%
43,631
+1,103
759
$3.37M 0.01%
56,319
+6,696
760
$3.36M 0.01%
+133,631
761
$3.36M 0.01%
52,202
+46
762
$3.34M 0.01%
76,257
-3,444
763
$3.29M 0.01%
65,408
-1,844
764
$3.29M 0.01%
105,593
+10,778
765
$3.28M 0.01%
65,884
+5,983
766
$3.27M 0.01%
95,025
+15,981
767
$3.26M 0.01%
46,868
-90
768
$3.26M 0.01%
9,888
+473
769
$3.25M 0.01%
27,711
-901
770
$3.25M 0.01%
12,119
+645
771
$3.25M 0.01%
10,075
+39
772
$3.25M 0.01%
96,531
-8,391
773
$3.24M 0.01%
+76,117
774
$3.24M 0.01%
15,011
+966
775
$3.21M 0.01%
32,452
+697
29 30
31
32 33