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
1551
$629K ﹤0.01%
52,617
+697
1552
$628K ﹤0.01%
2,405
-2,211
1553
$628K ﹤0.01%
26,403
-660
1554
$626K ﹤0.01%
+15,648
1555
$625K ﹤0.01%
20,484
1556
$624K ﹤0.01%
5,761
+271
1557
$624K ﹤0.01%
18,132
-1,220
1558
$623K ﹤0.01%
50,290
-9,621
1559
$623K ﹤0.01%
13,167
-54
1560
$622K ﹤0.01%
12,874
-590
1561
$621K ﹤0.01%
13,484
-1,182
1562
$620K ﹤0.01%
15,280
-1,254
1563
$618K ﹤0.01%
36,930
-8,475
1564
$618K ﹤0.01%
29,499
-843
1565
$618K ﹤0.01%
60,123
+157
1566
$617K ﹤0.01%
23,785
-5,778
1567
$616K ﹤0.01%
+38,524
1568
$616K ﹤0.01%
42,894
+15,310
1569
$615K ﹤0.01%
15,017
-1,348
1570
$614K ﹤0.01%
24,366
+7,293
1571
$613K ﹤0.01%
2,889
+840
1572
$611K ﹤0.01%
+7,302
1573
$609K ﹤0.01%
32,247
+1,565
1574
$608K ﹤0.01%
44,405
+3,667
1575
$608K ﹤0.01%
+5,734
61 62
63
64 65