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
1701
$499K ﹤0.01%
+15,967
1702
$498K ﹤0.01%
+88,028
1703
$496K ﹤0.01%
1,845
+88
1704
$496K ﹤0.01%
+9,990
1705
$496K ﹤0.01%
6,566
+2,845
1706
$496K ﹤0.01%
37,999
+4,042
1707
$496K ﹤0.01%
14,108
-1,574
1708
$496K ﹤0.01%
21,743
+2,253
1709
$494K ﹤0.01%
+29,000
1710
$494K ﹤0.01%
3,287
+1,764
1711
$493K ﹤0.01%
25,795
-9,650
1712
$491K ﹤0.01%
40,915
1713
$491K ﹤0.01%
2,609
+23
1714
$490K ﹤0.01%
6,733
+798
1715
$490K ﹤0.01%
23,275
+5,400
1716
$490K ﹤0.01%
12,748
+403
1717
$488K ﹤0.01%
+10,132
1718
$488K ﹤0.01%
6,009
-2,349
1719
$487K ﹤0.01%
13,265
1720
$487K ﹤0.01%
78,524
-1,697
1721
$485K ﹤0.01%
10,844
1722
$485K ﹤0.01%
9,063
-87
1723
$485K ﹤0.01%
19,984
-1,280
1724
$485K ﹤0.01%
6,153
-642
1725
$484K ﹤0.01%
32,913
-2,000
67 68
69
70 71