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
2176
$236K ﹤0.01%
10,660
-2,575
2177
$235K ﹤0.01%
+8,841
2178
$235K ﹤0.01%
+12,429
2179
$234K ﹤0.01%
+917
2180
$233K ﹤0.01%
+10,965
2181
$233K ﹤0.01%
1,482
2182
$233K ﹤0.01%
9,187
-1,289
2183
$232K ﹤0.01%
+24,640
2184
$232K ﹤0.01%
16,583
-331
2185
$232K ﹤0.01%
14,716
-12,789
2186
$232K ﹤0.01%
3,628
2187
$231K ﹤0.01%
8,299
-8,469
2188
$231K ﹤0.01%
6,854
+102
2189
$231K ﹤0.01%
15,111
+1,000
2190
$231K ﹤0.01%
4,092
-2,049
2191
$230K ﹤0.01%
+5,524
2192
$230K ﹤0.01%
29,692
-3,828
2193
$229K ﹤0.01%
5,370
-94
2194
$229K ﹤0.01%
13,325
-335
2195
$228K ﹤0.01%
17,772
2196
$228K ﹤0.01%
54,839
2197
$228K ﹤0.01%
+4,063
2198
$228K ﹤0.01%
6,728
-117
2199
$228K ﹤0.01%
2,795
-50
2200
$227K ﹤0.01%
+11,066
86 87
88
89 90