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
1651
$543K ﹤0.01%
18,645
-10,407
1652
$542K ﹤0.01%
4,726
-174
1653
$540K ﹤0.01%
55,786
+4,726
1654
$540K ﹤0.01%
5,727
-134
1655
$539K ﹤0.01%
6,074
-209
1656
$535K ﹤0.01%
14,265
+1,269
1657
$535K ﹤0.01%
23,285
1658
$535K ﹤0.01%
86,299
+6,690
1659
$535K ﹤0.01%
44,825
1660
$534K ﹤0.01%
+15,860
1661
$534K ﹤0.01%
45,063
-965
1662
$534K ﹤0.01%
11,990
-24,486
1663
$534K ﹤0.01%
26,633
-583
1664
$533K ﹤0.01%
38,500
-500
1665
$533K ﹤0.01%
139,475
-898
1666
$531K ﹤0.01%
+48,953
1667
$530K ﹤0.01%
43,805
-950
1668
$530K ﹤0.01%
11,665
-7,576
1669
$530K ﹤0.01%
+14,874
1670
$529K ﹤0.01%
43,717
+3,153
1671
$529K ﹤0.01%
6,848
1672
$529K ﹤0.01%
46,561
-21,223
1673
$529K ﹤0.01%
13,600
-42
1674
$527K ﹤0.01%
59,556
-12,000
1675
$526K ﹤0.01%
28,378
-11,296
65 66
67
68 69