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
2126
$252K ﹤0.01%
+2,723
2127
$252K ﹤0.01%
3,937
-578
2128
$252K ﹤0.01%
13,099
+2,871
2129
$252K ﹤0.01%
5,820
-210
2130
$252K ﹤0.01%
28,590
+947
2131
$251K ﹤0.01%
+11,675
2132
$251K ﹤0.01%
15,575
2133
$251K ﹤0.01%
+15,058
2134
$251K ﹤0.01%
3,514
-300
2135
$250K ﹤0.01%
3,819
-12,274
2136
$250K ﹤0.01%
5,316
+1,459
2137
$250K ﹤0.01%
7,720
+402
2138
$250K ﹤0.01%
+6,064
2139
$249K ﹤0.01%
4,691
+1,113
2140
$249K ﹤0.01%
+10,376
2141
$249K ﹤0.01%
34,718
-4,047
2142
$248K ﹤0.01%
+11,002
2143
$248K ﹤0.01%
8,319
-682
2144
$247K ﹤0.01%
6,537
-10
2145
$247K ﹤0.01%
6,235
+38
2146
$247K ﹤0.01%
86,210
-4,050
2147
$246K ﹤0.01%
4,834
-1,326
2148
$246K ﹤0.01%
15,450
+714
2149
$246K ﹤0.01%
30,833
-7,481
2150
$244K ﹤0.01%
+10,600
84 85
86
87 88