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
101
$51.1M 0.22%
342,249
+14,710
102
$50.9M 0.22%
837,970
+7,179
103
$50.8M 0.22%
107,531
+1,165
104
$50M 0.21%
+220,857
105
$49.7M 0.21%
439,822
-96,672
106
$48.5M 0.21%
266,856
+15,590
107
$48.2M 0.21%
978,928
+173,735
108
$48.2M 0.21%
124,721
+3,355
109
$48.1M 0.21%
448,761
+37,860
110
$48M 0.21%
359,776
+14,106
111
$47.4M 0.2%
1,197,588
-70,671
112
$46.3M 0.2%
202,246
-400
113
$46.1M 0.2%
+310,822
114
$44.8M 0.19%
485,169
+18,818
115
$44.1M 0.19%
575,751
+8,312
116
$44M 0.19%
268,257
+2,559
117
$43.7M 0.19%
401,145
+126,551
118
$43.6M 0.19%
525,660
+17,606
119
$43.4M 0.19%
263,112
+9,481
120
$42.4M 0.18%
756,370
-2,713
121
$41.2M 0.18%
256,966
+1,869
122
$40.9M 0.18%
2,666,970
+61,463
123
$40.5M 0.17%
359,886
+9,846
124
$39.9M 0.17%
257,736
-20,946
125
$39M 0.17%
200,110
+6,055
3 4
5
6 7