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
1451
$752K ﹤0.01%
11,982
+872
1452
$747K ﹤0.01%
23,869
-650
1453
$747K ﹤0.01%
20,478
+415
1454
$747K ﹤0.01%
7,430
+250
1455
$744K ﹤0.01%
+66,058
1456
$744K ﹤0.01%
30,612
+600
1457
$740K ﹤0.01%
8,821
+20
1458
$740K ﹤0.01%
27,456
+10,654
1459
$739K ﹤0.01%
14,086
-370
1460
$738K ﹤0.01%
49,014
+2,904
1461
$737K ﹤0.01%
5,159
-386
1462
$734K ﹤0.01%
+7,708
1463
$733K ﹤0.01%
19,890
+1,444
1464
$733K ﹤0.01%
31,659
-8,901
1465
$731K ﹤0.01%
5,034
+417
1466
$730K ﹤0.01%
32,295
+6,879
1467
$729K ﹤0.01%
2,673
+1,080
1468
$729K ﹤0.01%
18,296
+8,908
1469
$729K ﹤0.01%
20,884
+1,950
1470
$726K ﹤0.01%
110,657
+36,707
1471
$724K ﹤0.01%
+28,794
1472
$724K ﹤0.01%
17,228
-14,192
1473
$722K ﹤0.01%
41,136
-2,892
1474
$721K ﹤0.01%
100,953
+3,414
1475
$721K ﹤0.01%
42,741
+11,951
57 58
59
60 61