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
1851
$386K ﹤0.01%
20,188
+3,770
1852
$386K ﹤0.01%
18,744
-54
1853
$386K ﹤0.01%
7,256
-500
1854
$385K ﹤0.01%
25,028
+370
1855
$385K ﹤0.01%
41,020
-18,603
1856
$385K ﹤0.01%
28,561
+960
1857
$385K ﹤0.01%
22,705
+9,707
1858
$385K ﹤0.01%
25,684
-1,401
1859
$385K ﹤0.01%
4,370
-5,995
1860
$385K ﹤0.01%
8,292
-3,390
1861
$384K ﹤0.01%
8,905
-2,525
1862
$384K ﹤0.01%
+57,872
1863
$383K ﹤0.01%
14,853
-2,898
1864
$381K ﹤0.01%
7,975
-519
1865
$381K ﹤0.01%
11,003
-4,399
1866
$381K ﹤0.01%
+6,936
1867
$379K ﹤0.01%
4,965
-150
1868
$378K ﹤0.01%
11,332
+354
1869
$377K ﹤0.01%
20,824
+20
1870
$375K ﹤0.01%
94
-14
1871
$375K ﹤0.01%
8,567
+826
1872
$373K ﹤0.01%
38,630
+2,076
1873
$371K ﹤0.01%
34,371
-3,542
1874
$371K ﹤0.01%
11,907
-1,593
1875
$371K ﹤0.01%
14,980
73 74
75
76 77