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
1726
$483K ﹤0.01%
13,069
-7,437
1727
$483K ﹤0.01%
34,816
+893
1728
$481K ﹤0.01%
22,550
-400
1729
$481K ﹤0.01%
10,424
-6,009
1730
$480K ﹤0.01%
14,723
-20,311
1731
$479K ﹤0.01%
+14,697
1732
$479K ﹤0.01%
12,280
1733
$479K ﹤0.01%
22,463
+78
1734
$478K ﹤0.01%
7,945
1735
$477K ﹤0.01%
52,355
+4,541
1736
$475K ﹤0.01%
14,236
+3,078
1737
$473K ﹤0.01%
21,696
+9,567
1738
$472K ﹤0.01%
6,555
+42
1739
$472K ﹤0.01%
20,511
+1,594
1740
$472K ﹤0.01%
21,727
-2,292
1741
$471K ﹤0.01%
3,944
-55
1742
$471K ﹤0.01%
5,304
+40
1743
$471K ﹤0.01%
+70,651
1744
$469K ﹤0.01%
16,909
+4,478
1745
$466K ﹤0.01%
58,414
+595
1746
$464K ﹤0.01%
16,840
+3,268
1747
$464K ﹤0.01%
19,875
+1,845
1748
$464K ﹤0.01%
15,666
+3,404
1749
$462K ﹤0.01%
14,830
+2,153
1750
$462K ﹤0.01%
1,876
+532
68 69
70
71 72