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
1001
$1.85M 0.01%
64,804
-8,608
1002
$1.85M 0.01%
133,193
+21,303
1003
$1.85M 0.01%
56,896
+6,314
1004
$1.85M 0.01%
50,229
+10,307
1005
$1.85M 0.01%
6,609
-290
1006
$1.84M 0.01%
81,279
+4,806
1007
$1.84M 0.01%
13,619
-12
1008
$1.84M 0.01%
82,736
-550
1009
$1.83M 0.01%
11,999
+3,379
1010
$1.82M 0.01%
23,260
+785
1011
$1.81M 0.01%
112,766
+6,913
1012
$1.81M 0.01%
37,570
-13,889
1013
$1.81M 0.01%
22,380
+5,876
1014
$1.8M 0.01%
675,198
+190,549
1015
$1.8M 0.01%
23,290
+11,484
1016
$1.8M 0.01%
+295,588
1017
$1.8M 0.01%
+12,830
1018
$1.8M 0.01%
62,390
+920
1019
$1.79M 0.01%
161,667
-644
1020
$1.78M 0.01%
18,234
+714
1021
$1.78M 0.01%
23,405
-1,379
1022
$1.78M 0.01%
61,995
-16,808
1023
$1.78M 0.01%
+55,109
1024
$1.77M 0.01%
36,397
+326
1025
$1.77M 0.01%
7,717
+1,142
39 40
41
42 43