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
951
$2.1M 0.01%
11,322
-711
952
$2.1M 0.01%
+41,887
953
$2.08M 0.01%
31,543
+262
954
$2.08M 0.01%
+166,439
955
$2.08M 0.01%
45,475
+2,818
956
$2.07M 0.01%
22,332
+2,988
957
$2.06M 0.01%
47,908
+4,436
958
$2.06M 0.01%
239,163
-7,196
959
$2.04M 0.01%
92,437
-36,686
960
$2.04M 0.01%
251,455
-140,197
961
$2.04M 0.01%
51,320
+616
962
$2.02M 0.01%
122,783
-14,390
963
$2.02M 0.01%
133,896
+9,097
964
$2.02M 0.01%
129,702
+8,950
965
$2.01M 0.01%
+76,437
966
$1.99M 0.01%
18,997
-6,305
967
$1.99M 0.01%
79,765
+400
968
$1.98M 0.01%
65,769
-5,655
969
$1.98M 0.01%
9,476
+237
970
$1.98M 0.01%
26,321
-1,752
971
$1.98M 0.01%
33,956
-135
972
$1.97M 0.01%
49,321
+11,910
973
$1.97M 0.01%
74,505
-3,510
974
$1.97M 0.01%
69,533
+2,515
975
$1.96M 0.01%
100,716
+825
37 38
39
40 41