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
2451
$47K ﹤0.01%
66
-2
2452
$46K ﹤0.01%
+11,355
2453
$45K ﹤0.01%
2,570
-400
2454
$44K ﹤0.01%
13,700
-3,300
2455
$44K ﹤0.01%
17,000
2456
$43K ﹤0.01%
14,325
+17
2457
$42K ﹤0.01%
17,954
+19
2458
$42K ﹤0.01%
18,247
-114,641
2459
$40K ﹤0.01%
15,131
2460
$40K ﹤0.01%
2,398
-1,125
2461
$39K ﹤0.01%
29,765
2462
$39K ﹤0.01%
20,400
2463
$36K ﹤0.01%
12,406
-10,275
2464
$34K ﹤0.01%
+13,930
2465
$32K ﹤0.01%
30,000
2466
$27K ﹤0.01%
+11,380
2467
$27K ﹤0.01%
+1,147
2468
$27K ﹤0.01%
1,312
2469
$26K ﹤0.01%
+983
2470
$22K ﹤0.01%
2,500
2471
$21K ﹤0.01%
2,100
2472
$19K ﹤0.01%
12,700
-11,800
2473
$19K ﹤0.01%
34
2474
$15K ﹤0.01%
14,410
2475
$14K ﹤0.01%
755
-15
97 98
99
100 101