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
901
$2.37M 0.01%
91,610
-26,678
902
$2.36M 0.01%
35,298
+6,562
903
$2.36M 0.01%
47,728
-15,274
904
$2.35M 0.01%
86,375
-1,398
905
$2.35M 0.01%
83,215
+16,487
906
$2.35M 0.01%
35,918
+4,286
907
$2.34M 0.01%
+106,012
908
$2.34M 0.01%
162,107
+119,691
909
$2.34M 0.01%
+204,427
910
$2.34M 0.01%
486,124
+4,150
911
$2.33M 0.01%
19,475
+93
912
$2.32M 0.01%
93,067
-2,950
913
$2.32M 0.01%
21,810
+2,358
914
$2.29M 0.01%
58,082
+13,904
915
$2.29M 0.01%
45,200
+3,590
916
$2.28M 0.01%
281,410
+139,848
917
$2.27M 0.01%
74,422
+20,987
918
$2.27M 0.01%
28,314
-106
919
$2.27M 0.01%
58,222
+3,932
920
$2.27M 0.01%
18,837
-2,177
921
$2.26M 0.01%
+88,056
922
$2.24M 0.01%
140,938
+124
923
$2.24M 0.01%
78,715
+3,612
924
$2.24M 0.01%
106,987
-1,880
925
$2.24M 0.01%
11,337
+256
35 36
37
38 39