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
876
$2.47M 0.01%
28,440
877
$2.47M 0.01%
32,584
-2,136
878
$2.46M 0.01%
42,736
+450
879
$2.46M 0.01%
56,067
+1,304
880
$2.46M 0.01%
35,220
+177
881
$2.46M 0.01%
133,234
+27,339
882
$2.45M 0.01%
125,810
+24,021
883
$2.45M 0.01%
145,917
+71,747
884
$2.45M 0.01%
71,049
+6,403
885
$2.44M 0.01%
84,019
+15,031
886
$2.44M 0.01%
191,859
+47,224
887
$2.44M 0.01%
23,971
+2,208
888
$2.44M 0.01%
28,975
+3,129
889
$2.44M 0.01%
63,924
+18,088
890
$2.42M 0.01%
67,749
+2,967
891
$2.41M 0.01%
96,020
-1,220
892
$2.41M 0.01%
11,987
+303
893
$2.4M 0.01%
178,040
+16,398
894
$2.4M 0.01%
26,176
+13,419
895
$2.39M 0.01%
107,962
+99,315
896
$2.39M 0.01%
59,398
-2,381
897
$2.38M 0.01%
10,685
-35
898
$2.38M 0.01%
190,372
+3,262
899
$2.38M 0.01%
29,455
+3,142
900
$2.37M 0.01%
58,809
+1,787
34 35
36
37 38