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
1226
$1.21M 0.01%
18,088
-138
1227
$1.2M 0.01%
21,070
+80
1228
$1.2M 0.01%
26,729
+17,147
1229
$1.2M 0.01%
79,065
-6,052
1230
$1.2M 0.01%
3,915
-221
1231
$1.19M 0.01%
71,219
-373
1232
$1.18M 0.01%
20,742
+784
1233
$1.18M 0.01%
+26,896
1234
$1.18M 0.01%
21,034
+1,562
1235
$1.17M 0.01%
25,794
+19,239
1236
$1.17M 0.01%
36,259
+622
1237
$1.17M 0.01%
20,110
+217
1238
$1.17M 0.01%
12,954
+3,727
1239
$1.17M 0.01%
21,661
+15,205
1240
$1.16M 0.01%
41,302
-455
1241
$1.16M 0.01%
20,558
-4,398
1242
$1.16M 0.01%
41,684
-11,566
1243
$1.16M 0.01%
51,979
-1
1244
$1.15M ﹤0.01%
24,632
+1,375
1245
$1.15M ﹤0.01%
24,454
-6,102
1246
$1.15M ﹤0.01%
272,054
+9,958
1247
$1.15M ﹤0.01%
72,763
+2,811
1248
$1.14M ﹤0.01%
7,380
+126
1249
$1.14M ﹤0.01%
21,232
-976
1250
$1.14M ﹤0.01%
24,746
+8,313
48 49
50
51 52