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
1051
$1.67M 0.01%
39,335
+20,674
1052
$1.67M 0.01%
27,432
-12,250
1053
$1.67M 0.01%
36,921
-38,795
1054
$1.67M 0.01%
44,239
-3,538
1055
$1.66M 0.01%
+107,256
1056
$1.66M 0.01%
+96,903
1057
$1.66M 0.01%
15,248
+181
1058
$1.66M 0.01%
87,962
+8,616
1059
$1.66M 0.01%
16,254
+764
1060
$1.66M 0.01%
22,841
-570
1061
$1.66M 0.01%
+124,424
1062
$1.65M 0.01%
60,037
+17,094
1063
$1.65M 0.01%
24,035
+12,310
1064
$1.65M 0.01%
56,667
-3,735
1065
$1.65M 0.01%
+17,719
1066
$1.65M 0.01%
18,113
+1,853
1067
$1.65M 0.01%
59,977
-1,288
1068
$1.65M 0.01%
29,100
+3,384
1069
$1.63M 0.01%
16,275
+775
1070
$1.62M 0.01%
14,836
+2,459
1071
$1.61M 0.01%
89,153
-3,396
1072
$1.61M 0.01%
22,917
-6,302
1073
$1.61M 0.01%
118,573
+8,767
1074
$1.6M 0.01%
48,380
+1,425
1075
$1.6M 0.01%
+16,024
41 42
43
44 45