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
1876
$370K ﹤0.01%
11,970
+2,000
1877
$370K ﹤0.01%
4,978
+795
1878
$368K ﹤0.01%
38,733
+622
1879
$368K ﹤0.01%
3,545
+37
1880
$367K ﹤0.01%
+31,922
1881
$367K ﹤0.01%
+5,465
1882
$366K ﹤0.01%
+10,137
1883
$366K ﹤0.01%
16,349
-922
1884
$366K ﹤0.01%
37,295
-5,859
1885
$365K ﹤0.01%
+33,647
1886
$365K ﹤0.01%
10,421
+151
1887
$363K ﹤0.01%
+15,163
1888
$363K ﹤0.01%
13,075
+1,538
1889
$361K ﹤0.01%
7,770
+930
1890
$361K ﹤0.01%
33,388
-546
1891
$361K ﹤0.01%
16,909
+1,624
1892
$360K ﹤0.01%
4,781
+139
1893
$360K ﹤0.01%
37,656
+7,104
1894
$360K ﹤0.01%
12,015
-4
1895
$357K ﹤0.01%
16,800
-1,650
1896
$357K ﹤0.01%
14,809
-1,313
1897
$356K ﹤0.01%
33,981
+15,535
1898
$356K ﹤0.01%
19,075
1899
$356K ﹤0.01%
5,021
-50
1900
$356K ﹤0.01%
92,007
-346
74 75
76
77 78