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
1151
$1.41M 0.01%
12,541
+561
1152
$1.4M 0.01%
65,690
+5,137
1153
$1.4M 0.01%
45,957
-35,857
1154
$1.39M 0.01%
+13,670
1155
$1.39M 0.01%
49,943
+789
1156
$1.39M 0.01%
49,182
+10,022
1157
$1.38M 0.01%
+14,290
1158
$1.38M 0.01%
198,785
+157,785
1159
$1.38M 0.01%
7,913
-2,428
1160
$1.38M 0.01%
41,161
1161
$1.37M 0.01%
6,786
-248
1162
$1.37M 0.01%
11,423
+487
1163
$1.36M 0.01%
130,879
-12,289
1164
$1.36M 0.01%
148,093
+6,331
1165
$1.36M 0.01%
18,881
-1,885
1166
$1.35M 0.01%
305,215
+7,270
1167
$1.35M 0.01%
+61,815
1168
$1.34M 0.01%
11,643
+472
1169
$1.34M 0.01%
46,841
+9,874
1170
$1.34M 0.01%
+15,269
1171
$1.34M 0.01%
27,219
-2,592
1172
$1.33M 0.01%
94,557
+10,950
1173
$1.33M 0.01%
29,468
-552
1174
$1.32M 0.01%
120,544
-5,893
1175
$1.32M 0.01%
70,356
-2,279
45 46
47
48 49