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
801
$2.99M 0.01%
479,380
+160
802
$2.98M 0.01%
14,132
+1,411
803
$2.98M 0.01%
317,906
-6,501
804
$2.96M 0.01%
219,916
-40,626
805
$2.96M 0.01%
43,792
-1,260
806
$2.95M 0.01%
40,030
+1,093
807
$2.94M 0.01%
60,675
+38,009
808
$2.93M 0.01%
48,461
-497
809
$2.93M 0.01%
44,342
+6,317
810
$2.93M 0.01%
11,616
-1,173
811
$2.92M 0.01%
38,784
-888
812
$2.92M 0.01%
61,117
+7,466
813
$2.91M 0.01%
15,533
-91
814
$2.9M 0.01%
32,377
-19,098
815
$2.87M 0.01%
36,938
+19,748
816
$2.87M 0.01%
184,480
+35,892
817
$2.84M 0.01%
50,014
+970
818
$2.84M 0.01%
23,145
+304
819
$2.84M 0.01%
233,144
-8,266
820
$2.84M 0.01%
35,245
-927
821
$2.83M 0.01%
3,424
+57
822
$2.83M 0.01%
+52,485
823
$2.83M 0.01%
57,549
-3,488
824
$2.83M 0.01%
165,291
+22,534
825
$2.82M 0.01%
74,007
+13,618
31 32
33
34 35