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
826
$2.81M 0.01%
86,539
+10,420
827
$2.81M 0.01%
17,259
+154
828
$2.8M 0.01%
22,529
+5,699
829
$2.79M 0.01%
20,305
-851
830
$2.79M 0.01%
256,663
+89,939
831
$2.78M 0.01%
141,715
+3,400
832
$2.78M 0.01%
+140,941
833
$2.77M 0.01%
62,542
+3,751
834
$2.76M 0.01%
31,642
+7,145
835
$2.76M 0.01%
4,007
-2,072
836
$2.76M 0.01%
14,146
+714
837
$2.76M 0.01%
237,973
+33,768
838
$2.75M 0.01%
60,116
+55,866
839
$2.75M 0.01%
84,579
+7,566
840
$2.73M 0.01%
48,992
+4,514
841
$2.73M 0.01%
62,290
-22,246
842
$2.73M 0.01%
6,459
+374
843
$2.71M 0.01%
228,381
+78,985
844
$2.71M 0.01%
45,952
+6,696
845
$2.7M 0.01%
+21,991
846
$2.7M 0.01%
29,771
-10,962
847
$2.68M 0.01%
+26,875
848
$2.68M 0.01%
43,688
-2,931
849
$2.68M 0.01%
20,522
-183
850
$2.67M 0.01%
154,791
+85
32 33
34
35 36