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
2376
$127K ﹤0.01%
+5,837
2377
$127K ﹤0.01%
23,861
+667
2378
$127K ﹤0.01%
24,956
+9,481
2379
$126K ﹤0.01%
15,254
+2,925
2380
$126K ﹤0.01%
3,658
+711
2381
$125K ﹤0.01%
+25,531
2382
$125K ﹤0.01%
10,995
2383
$123K ﹤0.01%
19,914
-348
2384
$122K ﹤0.01%
10,955
-1,260
2385
$121K ﹤0.01%
+11,246
2386
$121K ﹤0.01%
18,168
+1,155
2387
$121K ﹤0.01%
17,864
+2,752
2388
$121K ﹤0.01%
13,504
-1,630
2389
$118K ﹤0.01%
55,826
+1,675
2390
$116K ﹤0.01%
10,350
2391
$115K ﹤0.01%
15,452
-3,918
2392
$113K ﹤0.01%
+13,088
2393
$112K ﹤0.01%
+11,688
2394
$111K ﹤0.01%
11,075
2395
$111K ﹤0.01%
39,852
2396
$111K ﹤0.01%
+22,340
2397
$110K ﹤0.01%
15,646
+4,414
2398
$109K ﹤0.01%
13,292
-2,631
2399
$109K ﹤0.01%
10,000
-5,492
2400
$108K ﹤0.01%
+10,461
94 95
96
97 98