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
1026
$1.77M 0.01%
69,647
-49,971
1027
$1.76M 0.01%
55,410
-2,275
1028
$1.76M 0.01%
17,821
-1,467
1029
$1.76M 0.01%
253,419
+6,355
1030
$1.76M 0.01%
56,912
+22,866
1031
$1.76M 0.01%
85,711
-16,649
1032
$1.76M 0.01%
38,213
+1,568
1033
$1.75M 0.01%
37,125
+7,934
1034
$1.75M 0.01%
24,222
+6,070
1035
$1.74M 0.01%
128,908
+7,200
1036
$1.74M 0.01%
25,122
+12,617
1037
$1.73M 0.01%
61,792
-2,551
1038
$1.73M 0.01%
28,761
+2,404
1039
$1.72M 0.01%
39,609
+4,244
1040
$1.72M 0.01%
26,719
-3,510
1041
$1.72M 0.01%
39,948
+1,075
1042
$1.71M 0.01%
56,647
+6,350
1043
$1.71M 0.01%
9,275
-586
1044
$1.7M 0.01%
59,421
+36,091
1045
$1.7M 0.01%
+57,842
1046
$1.69M 0.01%
59,715
+7,544
1047
$1.69M 0.01%
35,756
-10,699
1048
$1.68M 0.01%
26,109
-3,191
1049
$1.68M 0.01%
+67,531
1050
$1.67M 0.01%
54,287
+21,431
40 41
42
43 44