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
1951
$326K ﹤0.01%
6,285
-400
1952
$326K ﹤0.01%
4,378
1953
$326K ﹤0.01%
24,066
-7,727
1954
$326K ﹤0.01%
+8,037
1955
$325K ﹤0.01%
9,923
+2,387
1956
$324K ﹤0.01%
13,643
+7
1957
$324K ﹤0.01%
6,625
-200
1958
$323K ﹤0.01%
9,959
+3,670
1959
$322K ﹤0.01%
5,570
+575
1960
$322K ﹤0.01%
52,376
+42,109
1961
$321K ﹤0.01%
+2,874
1962
$321K ﹤0.01%
9,543
-844
1963
$321K ﹤0.01%
8,863
-931
1964
$321K ﹤0.01%
14,887
+1,629
1965
$320K ﹤0.01%
8,379
+704
1966
$320K ﹤0.01%
+2,420
1967
$320K ﹤0.01%
10,220
+1,146
1968
$320K ﹤0.01%
+6,016
1969
$319K ﹤0.01%
11,856
1970
$319K ﹤0.01%
6,324
+1,150
1971
$318K ﹤0.01%
6,892
+103
1972
$318K ﹤0.01%
3,272
-501
1973
$318K ﹤0.01%
8,588
-8,334
1974
$318K ﹤0.01%
21,500
1975
$317K ﹤0.01%
+4,574
77 78
79
80 81