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
1076
$1.6M 0.01%
79,221
-407
1077
$1.6M 0.01%
+33,294
1078
$1.6M 0.01%
32,390
-21,905
1079
$1.59M 0.01%
59,610
+40,285
1080
$1.59M 0.01%
132,597
-21,710
1081
$1.58M 0.01%
137,458
+4,638
1082
$1.58M 0.01%
+85,590
1083
$1.58M 0.01%
64,150
+2,545
1084
$1.58M 0.01%
101,175
-3,199
1085
$1.58M 0.01%
20,044
+5,893
1086
$1.57M 0.01%
35,488
+1,062
1087
$1.57M 0.01%
46,942
-44
1088
$1.57M 0.01%
35,413
+13,368
1089
$1.56M 0.01%
14,233
+12,116
1090
$1.56M 0.01%
6,759
-4,084
1091
$1.56M 0.01%
86,811
+5,862
1092
$1.56M 0.01%
32,700
+684
1093
$1.56M 0.01%
10,233
-103
1094
$1.56M 0.01%
24,765
+61
1095
$1.55M 0.01%
58,777
-18,414
1096
$1.55M 0.01%
17,553
+9,236
1097
$1.55M 0.01%
137,798
+3,076
1098
$1.55M 0.01%
19,915
+7,582
1099
$1.55M 0.01%
12,306
+76
1100
$1.54M 0.01%
62,393
-11,566
42 43
44
45 46