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
2026
$292K ﹤0.01%
8,345
+734
2027
$292K ﹤0.01%
30,534
+2,696
2028
$292K ﹤0.01%
20,096
-13,743
2029
$291K ﹤0.01%
7,895
+58
2030
$291K ﹤0.01%
17,884
+2,934
2031
$291K ﹤0.01%
7,524
-15
2032
$290K ﹤0.01%
80,650
2033
$289K ﹤0.01%
5,805
-7,582
2034
$289K ﹤0.01%
29,969
-12,836
2035
$289K ﹤0.01%
35,785
+2,900
2036
$288K ﹤0.01%
7,807
+701
2037
$288K ﹤0.01%
8,480
-54
2038
$288K ﹤0.01%
24,022
-1,846
2039
$288K ﹤0.01%
+12,376
2040
$287K ﹤0.01%
1,447
-98
2041
$287K ﹤0.01%
29,756
+2,000
2042
$286K ﹤0.01%
17,368
-624
2043
$286K ﹤0.01%
+30,606
2044
$286K ﹤0.01%
2,614
-2
2045
$286K ﹤0.01%
49,061
-8,000
2046
$286K ﹤0.01%
6,209
-713
2047
$285K ﹤0.01%
15,722
+233
2048
$285K ﹤0.01%
11,205
+1,905
2049
$285K ﹤0.01%
57,137
-5,733
2050
$284K ﹤0.01%
2,379
80 81
82
83 84