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
1976
$316K ﹤0.01%
26,852
+394
1977
$316K ﹤0.01%
+11,360
1978
$315K ﹤0.01%
6,442
-8,301
1979
$315K ﹤0.01%
10,852
+596
1980
$315K ﹤0.01%
5,679
-36
1981
$314K ﹤0.01%
10,645
+2,120
1982
$314K ﹤0.01%
12,274
+37
1983
$313K ﹤0.01%
+8,896
1984
$311K ﹤0.01%
12,715
-7,445
1985
$311K ﹤0.01%
20,144
-228
1986
$311K ﹤0.01%
9,135
-685
1987
$310K ﹤0.01%
20,353
-900
1988
$310K ﹤0.01%
12,053
+2,493
1989
$308K ﹤0.01%
19,770
-6,321
1990
$308K ﹤0.01%
+17,124
1991
$308K ﹤0.01%
7,645
-235
1992
$308K ﹤0.01%
22,850
+500
1993
$308K ﹤0.01%
59,753
-365
1994
$308K ﹤0.01%
26,001
+8,915
1995
$307K ﹤0.01%
+12,457
1996
$307K ﹤0.01%
+4,820
1997
$306K ﹤0.01%
22,510
-4,569
1998
$306K ﹤0.01%
3,770
-6,408
1999
$306K ﹤0.01%
6,523
+5
2000
$306K ﹤0.01%
13,127
-1,997
78 79
80
81 82