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
1401
$842K ﹤0.01%
+37,004
1402
$842K ﹤0.01%
15,026
-2,845
1403
$840K ﹤0.01%
103,647
-1,755
1404
$835K ﹤0.01%
26,996
-765
1405
$833K ﹤0.01%
21,395
-14,156
1406
$830K ﹤0.01%
71,138
-7,437
1407
$829K ﹤0.01%
62,869
+5,216
1408
$828K ﹤0.01%
19,310
+2,357
1409
$824K ﹤0.01%
6,200
+176
1410
$821K ﹤0.01%
+8,905
1411
$818K ﹤0.01%
31,395
-3,452
1412
$814K ﹤0.01%
12,424
+159
1413
$814K ﹤0.01%
4,953
+972
1414
$809K ﹤0.01%
13,205
+4,711
1415
$806K ﹤0.01%
20,427
+3,627
1416
$806K ﹤0.01%
82,352
-1,376
1417
$804K ﹤0.01%
6,988
-64
1418
$804K ﹤0.01%
32,643
+2,530
1419
$804K ﹤0.01%
10,926
+4,386
1420
$803K ﹤0.01%
+19,021
1421
$802K ﹤0.01%
21,366
+5,521
1422
$800K ﹤0.01%
12,964
-583
1423
$800K ﹤0.01%
7,122
+2,458
1424
$798K ﹤0.01%
21,792
-63,830
1425
$798K ﹤0.01%
4,615
+572
55 56
57
58 59