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
1201
$1.25M 0.01%
20,595
-3,529
1202
$1.25M 0.01%
37,575
-1,955
1203
$1.25M 0.01%
48,791
+8,895
1204
$1.25M 0.01%
22,479
-21,586
1205
$1.25M 0.01%
20,787
-3,273
1206
$1.25M 0.01%
39,103
+1,444
1207
$1.24M 0.01%
15,354
-11
1208
$1.24M 0.01%
68,300
+13,597
1209
$1.24M 0.01%
55,496
+235
1210
$1.24M 0.01%
29,140
+3,661
1211
$1.24M 0.01%
10,711
-147
1212
$1.24M 0.01%
18,550
+13,780
1213
$1.24M 0.01%
20,528
-877
1214
$1.24M 0.01%
2,357
-2,336
1215
$1.24M 0.01%
9,346
+59
1216
$1.23M 0.01%
58,894
+26,305
1217
$1.23M 0.01%
+11,600
1218
$1.23M 0.01%
21,538
+308
1219
$1.23M 0.01%
25,589
+15,223
1220
$1.22M 0.01%
105,901
-148,769
1221
$1.22M 0.01%
98,661
+340
1222
$1.22M 0.01%
+44,119
1223
$1.22M 0.01%
13,160
+1,601
1224
$1.21M 0.01%
195,486
-15,832
1225
$1.21M 0.01%
23,585
-1,205
47 48
49
50 51