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
1301
$1.02M ﹤0.01%
3,460
+2,949
1302
$1.02M ﹤0.01%
34,997
+21,034
1303
$1.02M ﹤0.01%
42,865
1304
$1.02M ﹤0.01%
30,159
+711
1305
$1.02M ﹤0.01%
19,520
+448
1306
$1.02M ﹤0.01%
22,521
-1,210
1307
$1.02M ﹤0.01%
+32,472
1308
$1.01M ﹤0.01%
15,733
-2,253
1309
$1.01M ﹤0.01%
2,802
+197
1310
$1.01M ﹤0.01%
40,756
-10,559
1311
$1.01M ﹤0.01%
92,687
-149,797
1312
$1.01M ﹤0.01%
50,034
-687
1313
$1.01M ﹤0.01%
44,208
1314
$1.01M ﹤0.01%
48,229
+10,518
1315
$1M ﹤0.01%
38,011
-1,499
1316
$1M ﹤0.01%
149,163
+7,760
1317
$1M ﹤0.01%
118,466
-4,304
1318
$1M ﹤0.01%
31,263
+10,089
1319
$1M ﹤0.01%
25,959
-1,681
1320
$1M ﹤0.01%
38,570
-46,753
1321
$998K ﹤0.01%
26,598
-1,901
1322
$997K ﹤0.01%
32,611
1323
$994K ﹤0.01%
+39,987
1324
$993K ﹤0.01%
48,025
-113
1325
$992K ﹤0.01%
13,997
+669
51 52
53
54 55