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
1476
$721K ﹤0.01%
5,348
+596
1477
$719K ﹤0.01%
11,208
+519
1478
$718K ﹤0.01%
+15,697
1479
$716K ﹤0.01%
8,095
-5,078
1480
$714K ﹤0.01%
13,248
+4,098
1481
$710K ﹤0.01%
12,691
+704
1482
$708K ﹤0.01%
68,937
+2,351
1483
$708K ﹤0.01%
10,549
+471
1484
$704K ﹤0.01%
12,879
-3,523
1485
$703K ﹤0.01%
8,133
-95
1486
$701K ﹤0.01%
4,199
-499
1487
$699K ﹤0.01%
32,300
1488
$698K ﹤0.01%
10,677
+48
1489
$698K ﹤0.01%
14,995
+2,109
1490
$696K ﹤0.01%
6,025
+614
1491
$696K ﹤0.01%
40,605
+4,687
1492
$694K ﹤0.01%
26,809
+5,915
1493
$692K ﹤0.01%
8,705
+400
1494
$690K ﹤0.01%
22,836
+6,283
1495
$690K ﹤0.01%
65,581
-831
1496
$690K ﹤0.01%
9,716
+2,672
1497
$690K ﹤0.01%
3,926
+1,331
1498
$687K ﹤0.01%
97,674
-20,678
1499
$687K ﹤0.01%
6,563
-773
1500
$687K ﹤0.01%
23,536
+12,118
58 59
60
61 62