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
1101
$1.54M 0.01%
5,275
+223
1102
$1.54M 0.01%
28,655
+633
1103
$1.54M 0.01%
468,242
+53,951
1104
$1.54M 0.01%
21,728
-9,540
1105
$1.54M 0.01%
14,456
+702
1106
$1.54M 0.01%
+1,310
1107
$1.54M 0.01%
29,511
-2,325
1108
$1.53M 0.01%
+20,116
1109
$1.53M 0.01%
48,318
+25,159
1110
$1.53M 0.01%
101,770
-5,816
1111
$1.51M 0.01%
97,583
+3,500
1112
$1.51M 0.01%
10,192
-6,314
1113
$1.51M 0.01%
108,224
-10,116
1114
$1.51M 0.01%
+45,034
1115
$1.51M 0.01%
10,555
+1,012
1116
$1.5M 0.01%
310,557
-4,829
1117
$1.5M 0.01%
45,792
-668
1118
$1.5M 0.01%
47,901
-10,809
1119
$1.49M 0.01%
19,965
-450
1120
$1.49M 0.01%
44,596
+6,845
1121
$1.48M 0.01%
11,393
+22
1122
$1.48M 0.01%
84,042
-9,922
1123
$1.48M 0.01%
34,532
-6,930
1124
$1.48M 0.01%
42,509
-11,832
1125
$1.48M 0.01%
20,319
-1,650
43 44
45
46 47