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
2426
$80K ﹤0.01%
10,300
2427
$80K ﹤0.01%
11,700
-4,600
2428
$80K ﹤0.01%
+16,811
2429
$77K ﹤0.01%
17,266
-4,159
2430
$75K ﹤0.01%
14,468
+2,175
2431
$73K ﹤0.01%
+10,000
2432
$72K ﹤0.01%
10,750
2433
$72K ﹤0.01%
12,150
2434
$71K ﹤0.01%
2,756
+372
2435
$70K ﹤0.01%
+25,292
2436
$69K ﹤0.01%
24,525
-3,858
2437
$66K ﹤0.01%
+18,016
2438
$66K ﹤0.01%
1,329
-31
2439
$65K ﹤0.01%
16,404
-95
2440
$65K ﹤0.01%
+10,400
2441
$64K ﹤0.01%
+11,440
2442
$60K ﹤0.01%
21,088
2443
$58K ﹤0.01%
+833
2444
$58K ﹤0.01%
24,299
2445
$57K ﹤0.01%
+3,666
2446
$57K ﹤0.01%
+10,000
2447
$56K ﹤0.01%
923
-1
2448
$56K ﹤0.01%
+13,231
2449
$52K ﹤0.01%
10,156
-760
2450
$50K ﹤0.01%
13,671
-2,806
96 97
98
99 100