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
1576
$607K ﹤0.01%
36,847
+858
1577
$607K ﹤0.01%
36,454
-398
1578
$604K ﹤0.01%
35,123
+411
1579
$603K ﹤0.01%
27,948
+127
1580
$603K ﹤0.01%
2,055
-1,444
1581
$602K ﹤0.01%
+22,606
1582
$601K ﹤0.01%
9,525
+420
1583
$596K ﹤0.01%
42,090
-13,187
1584
$595K ﹤0.01%
19,355
+844
1585
$595K ﹤0.01%
109,065
+7,100
1586
$594K ﹤0.01%
+39,813
1587
$593K ﹤0.01%
7,163
-553
1588
$593K ﹤0.01%
47,898
+9,183
1589
$591K ﹤0.01%
31,896
+2,111
1590
$591K ﹤0.01%
51,845
-918
1591
$590K ﹤0.01%
14,841
-776
1592
$589K ﹤0.01%
4,898
+312
1593
$589K ﹤0.01%
25,378
-12,381
1594
$588K ﹤0.01%
58,937
+30,118
1595
$585K ﹤0.01%
8,321
-10
1596
$584K ﹤0.01%
80,283
-7,039
1597
$584K ﹤0.01%
7,767
-2,373
1598
$583K ﹤0.01%
+29,916
1599
$583K ﹤0.01%
41,315
+322
1600
$580K ﹤0.01%
43,677
-95
62 63
64
65 66