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
1626
$565K ﹤0.01%
9,588
-5,935
1627
$565K ﹤0.01%
6,456
+76
1628
$565K ﹤0.01%
42,353
+5,838
1629
$564K ﹤0.01%
+707
1630
$564K ﹤0.01%
7,712
-650
1631
$563K ﹤0.01%
14,968
+2,010
1632
$562K ﹤0.01%
19,628
-21,496
1633
$562K ﹤0.01%
6,164
-109
1634
$562K ﹤0.01%
+51,454
1635
$561K ﹤0.01%
16,954
-34,329
1636
$561K ﹤0.01%
22,308
-3,770
1637
$560K ﹤0.01%
1,696
-71
1638
$559K ﹤0.01%
+11,742
1639
$557K ﹤0.01%
+8,165
1640
$556K ﹤0.01%
11,537
-982
1641
$556K ﹤0.01%
14,718
-356
1642
$556K ﹤0.01%
+13,303
1643
$554K ﹤0.01%
+14,958
1644
$550K ﹤0.01%
22,295
-10,518
1645
$549K ﹤0.01%
33,421
+568
1646
$547K ﹤0.01%
6,224
-36,389
1647
$547K ﹤0.01%
13,107
-2,584
1648
$544K ﹤0.01%
64,008
-19,129
1649
$544K ﹤0.01%
4,240
+100
1650
$544K ﹤0.01%
21,155
+45
64 65
66
67 68