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
1526
$652K ﹤0.01%
231,235
+9,000
1527
$652K ﹤0.01%
7,978
+137
1528
$652K ﹤0.01%
46,388
-6,702
1529
$651K ﹤0.01%
21,761
+2,550
1530
$649K ﹤0.01%
+22,435
1531
$648K ﹤0.01%
14,473
-17,451
1532
$647K ﹤0.01%
+11,007
1533
$646K ﹤0.01%
8,079
+1,695
1534
$645K ﹤0.01%
+50,899
1535
$643K ﹤0.01%
5,110
-575
1536
$641K ﹤0.01%
13,256
+191
1537
$641K ﹤0.01%
+13,105
1538
$639K ﹤0.01%
21,741
+531
1539
$638K ﹤0.01%
4,585
+327
1540
$638K ﹤0.01%
10,254
+91
1541
$638K ﹤0.01%
29,107
-1,806
1542
$637K ﹤0.01%
+57,676
1543
$636K ﹤0.01%
20,038
-5,384
1544
$635K ﹤0.01%
17,698
+97
1545
$632K ﹤0.01%
+16,497
1546
$631K ﹤0.01%
7,478
-41
1547
$631K ﹤0.01%
43,193
-1,819
1548
$630K ﹤0.01%
25,917
+9,323
1549
$630K ﹤0.01%
6,961
+1,950
1550
$629K ﹤0.01%
11,785
-920
60 61
62
63 64