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
1901
$354K ﹤0.01%
9,451
+58
1902
$352K ﹤0.01%
6,646
-100
1903
$351K ﹤0.01%
74,024
+1,467
1904
$349K ﹤0.01%
27,215
+9,750
1905
$349K ﹤0.01%
6,754
+1,287
1906
$347K ﹤0.01%
20,167
-247,411
1907
$346K ﹤0.01%
18,529
-49,991
1908
$346K ﹤0.01%
5,626
+727
1909
$345K ﹤0.01%
+8,453
1910
$345K ﹤0.01%
+7,659
1911
$345K ﹤0.01%
4,236
+797
1912
$343K ﹤0.01%
26,721
+6,968
1913
$343K ﹤0.01%
20,675
-504
1914
$343K ﹤0.01%
41,684
+6,989
1915
$343K ﹤0.01%
2,677
+251
1916
$342K ﹤0.01%
+3,555
1917
$342K ﹤0.01%
6,345
-675
1918
$341K ﹤0.01%
10,707
-3,161
1919
$341K ﹤0.01%
+6,230
1920
$341K ﹤0.01%
5,680
+200
1921
$340K ﹤0.01%
3,555
+48
1922
$338K ﹤0.01%
16,580
1923
$337K ﹤0.01%
5,798
-400
1924
$337K ﹤0.01%
28,670
-77
1925
$336K ﹤0.01%
27,934
+678
75 76
77
78 79