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
1826
$404K ﹤0.01%
7,528
+4,015
1827
$404K ﹤0.01%
5,897
+698
1828
$404K ﹤0.01%
13,484
1829
$403K ﹤0.01%
42,017
-13,654
1830
$403K ﹤0.01%
44,850
+3,100
1831
$403K ﹤0.01%
9,479
-1,003
1832
$403K ﹤0.01%
8,365
-8,403
1833
$402K ﹤0.01%
+13,931
1834
$402K ﹤0.01%
22,360
-485
1835
$401K ﹤0.01%
89,167
+1,020
1836
$400K ﹤0.01%
+20,560
1837
$400K ﹤0.01%
93,761
-36,730
1838
$400K ﹤0.01%
+27,240
1839
$399K ﹤0.01%
20,684
+4,786
1840
$399K ﹤0.01%
15,180
-400
1841
$397K ﹤0.01%
21,221
+7
1842
$396K ﹤0.01%
8,308
-4,406
1843
$396K ﹤0.01%
+110,242
1844
$395K ﹤0.01%
9,740
+70
1845
$394K ﹤0.01%
18,538
+756
1846
$393K ﹤0.01%
20,705
+416
1847
$390K ﹤0.01%
19,861
+120
1848
$389K ﹤0.01%
10,098
-3,356
1849
$388K ﹤0.01%
16,225
-3,212
1850
$387K ﹤0.01%
+4,961
72 73
74
75 76