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
1776
$443K ﹤0.01%
5,447
1777
$441K ﹤0.01%
+30,277
1778
$441K ﹤0.01%
+14,350
1779
$439K ﹤0.01%
14,827
+1,743
1780
$439K ﹤0.01%
75,998
-3,168
1781
$439K ﹤0.01%
64,300
-1,150
1782
$437K ﹤0.01%
2,776
+99
1783
$437K ﹤0.01%
+13,531
1784
$436K ﹤0.01%
17,291
+5,216
1785
$435K ﹤0.01%
7,369
-148
1786
$434K ﹤0.01%
5,481
-4
1787
$434K ﹤0.01%
18,063
+2,994
1788
$434K ﹤0.01%
12,474
-1,061
1789
$434K ﹤0.01%
5,269
+504
1790
$433K ﹤0.01%
19,866
-22,533
1791
$433K ﹤0.01%
82,033
-6,425
1792
$427K ﹤0.01%
6,250
+995
1793
$427K ﹤0.01%
+4,488
1794
$426K ﹤0.01%
+41,463
1795
$423K ﹤0.01%
39,618
+631
1796
$422K ﹤0.01%
7,387
-804
1797
$421K ﹤0.01%
56,198
+9,681
1798
$421K ﹤0.01%
65,409
+9
1799
$420K ﹤0.01%
33,430
-18,143
1800
$420K ﹤0.01%
92,630
-16,165
70 71
72
73 74