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
1501
$687K ﹤0.01%
29,235
-5,554
1502
$686K ﹤0.01%
37,092
-298
1503
$681K ﹤0.01%
+1,633
1504
$681K ﹤0.01%
30,179
-13,088
1505
$677K ﹤0.01%
26,922
+18,685
1506
$677K ﹤0.01%
27,599
-139
1507
$676K ﹤0.01%
5,440
+2,828
1508
$672K ﹤0.01%
8,070
+44
1509
$671K ﹤0.01%
68,183
+56,465
1510
$671K ﹤0.01%
154,908
+34,852
1511
$670K ﹤0.01%
15,960
-1,258
1512
$669K ﹤0.01%
53,374
-9,204
1513
$668K ﹤0.01%
+7,867
1514
$664K ﹤0.01%
32,136
-30
1515
$663K ﹤0.01%
18,699
1516
$663K ﹤0.01%
5,986
-24
1517
$661K ﹤0.01%
18,667
+941
1518
$660K ﹤0.01%
+14,024
1519
$660K ﹤0.01%
+786
1520
$659K ﹤0.01%
11,087
+381
1521
$656K ﹤0.01%
13,193
+4,552
1522
$656K ﹤0.01%
51,028
-3,641
1523
$654K ﹤0.01%
23,383
+91
1524
$652K ﹤0.01%
+21,356
1525
$652K ﹤0.01%
+76,656
59 60
61
62 63