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
2301
$188K ﹤0.01%
47,714
+13,170
2302
$188K ﹤0.01%
26,350
2303
$188K ﹤0.01%
18,866
-372
2304
$186K ﹤0.01%
14,972
+331
2305
$186K ﹤0.01%
19,071
+1,941
2306
$185K ﹤0.01%
26,518
-14,866
2307
$184K ﹤0.01%
+10,754
2308
$183K ﹤0.01%
+16,665
2309
$182K ﹤0.01%
32,925
+75
2310
$180K ﹤0.01%
22,033
+3,000
2311
$180K ﹤0.01%
26,515
+2,494
2312
$179K ﹤0.01%
15,771
2313
$179K ﹤0.01%
19,959
+5,009
2314
$178K ﹤0.01%
67,295
-3,056
2315
$177K ﹤0.01%
18,124
+489
2316
$177K ﹤0.01%
14,227
-8,063
2317
$177K ﹤0.01%
+204
2318
$176K ﹤0.01%
17,328
+430
2319
$176K ﹤0.01%
12,959
-12,336
2320
$176K ﹤0.01%
30,626
-63
2321
$174K ﹤0.01%
25,848
-3,460
2322
$174K ﹤0.01%
12,027
2323
$173K ﹤0.01%
+17,340
2324
$173K ﹤0.01%
31,598
-8,991
2325
$173K ﹤0.01%
14,831
+1,150
91 92
93
94 95