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
976
$1.96M 0.01%
72,706
+4,039
977
$1.96M 0.01%
33,055
-23,075
978
$1.95M 0.01%
90,942
-5,175
979
$1.95M 0.01%
96,825
+79,037
980
$1.94M 0.01%
54,798
-858
981
$1.94M 0.01%
78,853
-51,122
982
$1.94M 0.01%
82,733
-1,147
983
$1.93M 0.01%
74,618
+1,709
984
$1.93M 0.01%
+12,737
985
$1.92M 0.01%
44,416
+742
986
$1.91M 0.01%
39,481
+1,301
987
$1.91M 0.01%
81,757
+3,829
988
$1.91M 0.01%
10,320
+918
989
$1.89M 0.01%
52,773
-7,342
990
$1.89M 0.01%
63,961
+9,342
991
$1.88M 0.01%
22,848
-5,582
992
$1.88M 0.01%
146,690
-24,570
993
$1.87M 0.01%
67,005
-480
994
$1.87M 0.01%
78,844
-884
995
$1.87M 0.01%
66,318
+5,369
996
$1.86M 0.01%
385,386
+13,528
997
$1.86M 0.01%
14,744
+2,469
998
$1.86M 0.01%
141,948
+9,179
999
$1.86M 0.01%
44,335
-8,765
1000
$1.86M 0.01%
282,542
-27,541
38 39
40
41 42