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
1376
$878K ﹤0.01%
33,371
-1,145
1377
$875K ﹤0.01%
21,783
+216
1378
$874K ﹤0.01%
18,392
-1,150
1379
$871K ﹤0.01%
151,450
1380
$870K ﹤0.01%
28,377
+4,238
1381
$870K ﹤0.01%
3,466
-114
1382
$868K ﹤0.01%
17,379
-2,204
1383
$864K ﹤0.01%
18,817
-3,896
1384
$861K ﹤0.01%
61,506
-2,016
1385
$861K ﹤0.01%
30,186
-4,243
1386
$860K ﹤0.01%
13,886
+1,263
1387
$859K ﹤0.01%
+134,243
1388
$859K ﹤0.01%
54,808
-2,563
1389
$854K ﹤0.01%
7,544
-152
1390
$852K ﹤0.01%
77,872
+17,492
1391
$851K ﹤0.01%
95,125
-1,500
1392
$849K ﹤0.01%
6,748
+71
1393
$848K ﹤0.01%
34,764
-650
1394
$847K ﹤0.01%
29,791
-1,015
1395
$846K ﹤0.01%
2,972
-378
1396
$844K ﹤0.01%
13,706
-337
1397
$844K ﹤0.01%
24,069
-13,392
1398
$843K ﹤0.01%
53,113
-1,430
1399
$843K ﹤0.01%
10,658
+3,003
1400
$843K ﹤0.01%
29,047
-2,519
54 55
56
57 58