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
1676
$526K ﹤0.01%
2,002
-50
1677
$524K ﹤0.01%
30,763
1678
$523K ﹤0.01%
8,047
-783
1679
$522K ﹤0.01%
3,454
+33
1680
$521K ﹤0.01%
3,714
+133
1681
$521K ﹤0.01%
4,512
-1,656
1682
$517K ﹤0.01%
10,235
+1,532
1683
$516K ﹤0.01%
14,278
-178
1684
$516K ﹤0.01%
16,459
-48,563
1685
$513K ﹤0.01%
+12,228
1686
$511K ﹤0.01%
7,489
-570
1687
$510K ﹤0.01%
8,556
+58
1688
$509K ﹤0.01%
9,247
-1,850
1689
$508K ﹤0.01%
22,192
-893
1690
$508K ﹤0.01%
40,576
-4,500
1691
$507K ﹤0.01%
+2,065
1692
$507K ﹤0.01%
16,728
1693
$505K ﹤0.01%
27,532
+7,861
1694
$505K ﹤0.01%
32,384
-890
1695
$505K ﹤0.01%
4,255
+2,912
1696
$504K ﹤0.01%
10,540
+3,748
1697
$502K ﹤0.01%
+11,625
1698
$500K ﹤0.01%
5,053
+130
1699
$499K ﹤0.01%
21,930
-2,080
1700
$499K ﹤0.01%
23,837
-1,392
66 67
68
69 70