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
1176
$1.31M 0.01%
31,431
+1,700
1177
$1.31M 0.01%
55,829
+24,073
1178
$1.31M 0.01%
44,702
+284
1179
$1.3M 0.01%
35,300
+3,004
1180
$1.3M 0.01%
38,099
+4,867
1181
$1.3M 0.01%
82,296
-342,226
1182
$1.29M 0.01%
+33,047
1183
$1.29M 0.01%
20,979
+518
1184
$1.29M 0.01%
+47,531
1185
$1.28M 0.01%
13,698
-363
1186
$1.28M 0.01%
110,532
+38,478
1187
$1.28M 0.01%
55,548
-257,380
1188
$1.28M 0.01%
1,500
-19
1189
$1.27M 0.01%
31,735
1190
$1.27M 0.01%
21,248
+1,665
1191
$1.27M 0.01%
51,511
-430
1192
$1.27M 0.01%
78,343
+11,521
1193
$1.27M 0.01%
15,717
-2,139
1194
$1.26M 0.01%
33,708
+3,092
1195
$1.26M 0.01%
199,570
+136,716
1196
$1.26M 0.01%
68,346
+42
1197
$1.26M 0.01%
44,937
+6,733
1198
$1.26M 0.01%
38,166
-4,884
1199
$1.25M 0.01%
567,775
+23,150
1200
$1.25M 0.01%
15,263
-383
46 47
48
49 50