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
176
$26.3M 0.11%
320,914
+18,365
177
$26.3M 0.11%
114,297
+2,109
178
$26.2M 0.11%
127,813
+7,992
179
$25.7M 0.11%
189,020
+11,689
180
$25.6M 0.11%
350,315
+3,853
181
$25.6M 0.11%
376,610
-1,166
182
$25.4M 0.11%
635,708
+157,592
183
$25.4M 0.11%
118,234
+5,157
184
$25.1M 0.11%
941,661
+8,790
185
$25M 0.11%
610,192
+11,067
186
$25M 0.11%
297,046
+9,036
187
$24.9M 0.11%
354,418
+8,576
188
$24.9M 0.11%
997,930
+22,996
189
$24.8M 0.11%
96,409
+14,845
190
$24.6M 0.11%
+203,390
191
$24.4M 0.1%
220,389
+6,202
192
$24.4M 0.1%
+195,750
193
$24.4M 0.1%
202,183
-11,227
194
$24.3M 0.1%
826,992
-1,507
195
$24.2M 0.1%
416,162
+15,776
196
$24.1M 0.1%
87,749
-4,778
197
$24M 0.1%
360,832
-20,625
198
$23.8M 0.1%
330,984
-14,114
199
$23.7M 0.1%
638,574
+17,958
200
$23M 0.1%
219,365
-39,020
6 7
8
9 10