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
2076
$272K ﹤0.01%
+16,166
2077
$272K ﹤0.01%
8,000
2078
$272K ﹤0.01%
+13,492
2079
$272K ﹤0.01%
6,869
+644
2080
$272K ﹤0.01%
11,971
-33
2081
$271K ﹤0.01%
20,761
+925
2082
$271K ﹤0.01%
+5,317
2083
$270K ﹤0.01%
10,413
+1,538
2084
$270K ﹤0.01%
+3,386
2085
$269K ﹤0.01%
8,886
+40
2086
$269K ﹤0.01%
12,489
-1,366
2087
$268K ﹤0.01%
+3,450
2088
$268K ﹤0.01%
55,014
-7,625
2089
$268K ﹤0.01%
22,783
2090
$267K ﹤0.01%
4,750
-3,148
2091
$267K ﹤0.01%
21,167
2092
$267K ﹤0.01%
6,657
-1,861
2093
$267K ﹤0.01%
10,633
+2,977
2094
$266K ﹤0.01%
27,948
-1,000
2095
$266K ﹤0.01%
17,622
-2,264
2096
$266K ﹤0.01%
32,457
+523
2097
$265K ﹤0.01%
+9,093
2098
$265K ﹤0.01%
7,840
2099
$264K ﹤0.01%
39,180
+10,375
2100
$264K ﹤0.01%
7,883
82 83
84
85 86