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
1926
$336K ﹤0.01%
71,516
+3,458
1927
$336K ﹤0.01%
14,906
-1,205
1928
$336K ﹤0.01%
26,174
-3,031
1929
$335K ﹤0.01%
+5,022
1930
$335K ﹤0.01%
+43,492
1931
$335K ﹤0.01%
10,416
+775
1932
$335K ﹤0.01%
9,491
-367
1933
$334K ﹤0.01%
42,161
+10,952
1934
$334K ﹤0.01%
3,866
+1,738
1935
$333K ﹤0.01%
20,744
+3,870
1936
$332K ﹤0.01%
+8,097
1937
$332K ﹤0.01%
24,177
+446
1938
$332K ﹤0.01%
2,374
-167
1939
$331K ﹤0.01%
13,453
+5,173
1940
$331K ﹤0.01%
15,958
-12,524
1941
$330K ﹤0.01%
10,300
1942
$330K ﹤0.01%
4,725
1943
$330K ﹤0.01%
13,316
1944
$328K ﹤0.01%
1,595
-58
1945
$328K ﹤0.01%
11,305
-33,201
1946
$328K ﹤0.01%
7,255
-166
1947
$327K ﹤0.01%
+2,393
1948
$327K ﹤0.01%
10,072
+2,662
1949
$327K ﹤0.01%
8,700
-948
1950
$326K ﹤0.01%
6,600
-56
76 77
78
79 80