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
2226
$218K ﹤0.01%
1,767
2227
$218K ﹤0.01%
+1,750
2228
$218K ﹤0.01%
+2,327
2229
$218K ﹤0.01%
+7,321
2230
$217K ﹤0.01%
+3,583
2231
$217K ﹤0.01%
95,007
-7,650
2232
$217K ﹤0.01%
+7,378
2233
$217K ﹤0.01%
14,481
-1,880
2234
$216K ﹤0.01%
33,566
+7,947
2235
$216K ﹤0.01%
6,381
-1,225
2236
$215K ﹤0.01%
+3,173
2237
$215K ﹤0.01%
+4,705
2238
$215K ﹤0.01%
71,485
+5,857
2239
$215K ﹤0.01%
2,927
+27
2240
$214K ﹤0.01%
+2,646
2241
$214K ﹤0.01%
+10,238
2242
$214K ﹤0.01%
5,183
-767
2243
$214K ﹤0.01%
5,335
-55
2244
$213K ﹤0.01%
6,091
+9
2245
$213K ﹤0.01%
4,494
2246
$213K ﹤0.01%
+4,903
2247
$213K ﹤0.01%
+16,000
2248
$212K ﹤0.01%
+28,817
2249
$212K ﹤0.01%
18,440
+3,000
2250
$212K ﹤0.01%
7,750
-17,612
88 89
90
91 92