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
776
$3.21M 0.01%
31,574
+1,315
777
$3.19M 0.01%
23,174
-450
778
$3.19M 0.01%
31,050
-44,053
779
$3.18M 0.01%
123,709
+78,042
780
$3.16M 0.01%
128,828
+16,343
781
$3.14M 0.01%
33,530
+4,112
782
$3.14M 0.01%
21,753
+318
783
$3.14M 0.01%
15,576
-1,194
784
$3.13M 0.01%
+47,394
785
$3.13M 0.01%
77,966
+10,674
786
$3.13M 0.01%
2,600
+13
787
$3.1M 0.01%
16,854
+842
788
$3.1M 0.01%
62,347
+5,310
789
$3.09M 0.01%
51,250
+16,380
790
$3.09M 0.01%
200,178
+98,477
791
$3.08M 0.01%
111,810
+6,242
792
$3.08M 0.01%
54,463
+2,245
793
$3.07M 0.01%
86,600
+20,618
794
$3.06M 0.01%
24,064
-502
795
$3.04M 0.01%
103,207
-313
796
$3.03M 0.01%
42,656
+688
797
$3.02M 0.01%
54,721
-629
798
$3.01M 0.01%
31,276
+9,128
799
$3.01M 0.01%
254,329
-127,574
800
$2.99M 0.01%
84,567
-359
30 31
32
33 34