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
926
$2.23M 0.01%
35,679
+7,161
927
$2.23M 0.01%
89,633
-1,002
928
$2.23M 0.01%
76,394
+805
929
$2.22M 0.01%
89,913
-156,117
930
$2.21M 0.01%
8,187
+780
931
$2.21M 0.01%
16,148
-480
932
$2.2M 0.01%
102,733
+11,285
933
$2.19M 0.01%
41,022
-7,557
934
$2.17M 0.01%
214,987
+1,046
935
$2.16M 0.01%
26,946
-6,862
936
$2.16M 0.01%
123,744
+6,978
937
$2.16M 0.01%
89,735
+708
938
$2.15M 0.01%
48,439
-3,087
939
$2.15M 0.01%
+114,442
940
$2.14M 0.01%
194,919
-159
941
$2.13M 0.01%
87,976
+76,390
942
$2.13M 0.01%
200,561
-2,809
943
$2.12M 0.01%
43,398
+1,455
944
$2.12M 0.01%
43,983
-31,892
945
$2.12M 0.01%
82,474
-15,536
946
$2.11M 0.01%
143,718
+20,047
947
$2.11M 0.01%
45,773
-738
948
$2.11M 0.01%
40,805
+25,286
949
$2.11M 0.01%
66,133
+12,234
950
$2.1M 0.01%
26,186
+232
36 37
38
39 40