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
2351
$147K ﹤0.01%
12,525
+673
2352
$145K ﹤0.01%
40,000
2353
$144K ﹤0.01%
15,063
+1,033
2354
$143K ﹤0.01%
11,775
-299
2355
$143K ﹤0.01%
11,331
+294
2356
$142K ﹤0.01%
18,889
+7,661
2357
$142K ﹤0.01%
+12,200
2358
$141K ﹤0.01%
17,875
-7,400
2359
$139K ﹤0.01%
13,050
2360
$139K ﹤0.01%
14,363
+2,240
2361
$137K ﹤0.01%
10,000
2362
$137K ﹤0.01%
17,200
+2,300
2363
$136K ﹤0.01%
509
+9
2364
$136K ﹤0.01%
1,968
2365
$135K ﹤0.01%
25,668
-1,354
2366
$135K ﹤0.01%
35,097
-5,165
2367
$134K ﹤0.01%
12,174
+2,112
2368
$134K ﹤0.01%
18,417
+5,088
2369
$134K ﹤0.01%
14,347
-4,800
2370
$133K ﹤0.01%
514
-35
2371
$133K ﹤0.01%
15,760
+5,170
2372
$132K ﹤0.01%
+10,500
2373
$132K ﹤0.01%
14,325
2374
$130K ﹤0.01%
14,228
-2,023
2375
$128K ﹤0.01%
10,624
-48
93 94
95
96 97