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
851
$2.67M 0.01%
24,511
+6,789
852
$2.67M 0.01%
79,692
+8,128
853
$2.67M 0.01%
152,339
-43,798
854
$2.66M 0.01%
58,323
+25,048
855
$2.65M 0.01%
31,754
-50
856
$2.65M 0.01%
52,605
-1,127
857
$2.65M 0.01%
73,458
+22,677
858
$2.62M 0.01%
+16,121
859
$2.6M 0.01%
354,789
+36,523
860
$2.58M 0.01%
43,356
+1,000
861
$2.57M 0.01%
71,709
+2,723
862
$2.56M 0.01%
41,051
-251
863
$2.56M 0.01%
170,264
+77
864
$2.54M 0.01%
14,822
-14
865
$2.54M 0.01%
187,870
+8,136
866
$2.54M 0.01%
31,614
-533
867
$2.52M 0.01%
119,820
-1,041
868
$2.51M 0.01%
51,218
-12,046
869
$2.5M 0.01%
+257,393
870
$2.5M 0.01%
124,392
+253
871
$2.49M 0.01%
38,632
-442
872
$2.49M 0.01%
48,024
-610
873
$2.48M 0.01%
8,183
+650
874
$2.48M 0.01%
57,021
-4,793
875
$2.48M 0.01%
36,931
-37,343
33 34
35
36 37