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
1426
$796K ﹤0.01%
50,750
-4,061
1427
$793K ﹤0.01%
9,745
-489
1428
$789K ﹤0.01%
39,404
-1,883
1429
$789K ﹤0.01%
34,866
+3,755
1430
$785K ﹤0.01%
27,149
-3,940
1431
$781K ﹤0.01%
57,632
-500
1432
$781K ﹤0.01%
61,297
-520
1433
$779K ﹤0.01%
16,176
+3,674
1434
$779K ﹤0.01%
15,831
+438
1435
$776K ﹤0.01%
13,456
-892
1436
$776K ﹤0.01%
42,271
+400
1437
$774K ﹤0.01%
20,145
+11,774
1438
$771K ﹤0.01%
25,367
-590
1439
$771K ﹤0.01%
13,373
-16,263
1440
$771K ﹤0.01%
12,225
-23,060
1441
$766K ﹤0.01%
29,191
-175,006
1442
$766K ﹤0.01%
30,825
+4,228
1443
$766K ﹤0.01%
5,072
+1,418
1444
$764K ﹤0.01%
83,933
+729
1445
$762K ﹤0.01%
12,317
-1,965
1446
$761K ﹤0.01%
30,955
+6,752
1447
$761K ﹤0.01%
9,250
1448
$758K ﹤0.01%
53,197
+825
1449
$758K ﹤0.01%
19,683
+8,032
1450
$758K ﹤0.01%
55,503
+8,872
56 57
58
59 60