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
2276
$205K ﹤0.01%
5,929
+123
2277
$204K ﹤0.01%
+2,632
2278
$204K ﹤0.01%
3,450
-5,590
2279
$204K ﹤0.01%
+2,339
2280
$204K ﹤0.01%
35,176
+10,208
2281
$204K ﹤0.01%
+1,176
2282
$204K ﹤0.01%
10,939
-92
2283
$203K ﹤0.01%
+1,858
2284
$203K ﹤0.01%
2,313
+5
2285
$202K ﹤0.01%
4,917
-697
2286
$202K ﹤0.01%
42,326
+1,023
2287
$201K ﹤0.01%
6,041
+79
2288
$200K ﹤0.01%
+6,760
2289
$200K ﹤0.01%
22,601
-1,500
2290
$198K ﹤0.01%
13,250
+1,000
2291
$198K ﹤0.01%
+13,123
2292
$198K ﹤0.01%
+22,500
2293
$198K ﹤0.01%
23,982
-30,912
2294
$196K ﹤0.01%
+18,198
2295
$194K ﹤0.01%
17,222
+1,933
2296
$194K ﹤0.01%
17,823
2297
$193K ﹤0.01%
+16,675
2298
$193K ﹤0.01%
27,488
+7,725
2299
$191K ﹤0.01%
+11,551
2300
$189K ﹤0.01%
105,819
+8,501
90 91
92
93 94