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
$20.6B
AUM Growth
-$121M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,445
New
Increased
Reduced
Closed

Top Buys

1
+$152M
2
+$139M
3
+$55.9M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$53.8M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$41.7M

Top Sells

1
+$599M
2
+$310M
3
+$257M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$88.2M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$86.1M

Sector Composition

1 Technology 8.15%
2 Healthcare 6.89%
3 Financials 6.75%
4 Industrials 5.69%
5 Communication Services 4.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1026
$1.45M 0.01%
14,721
-62,626
1027
$1.45M 0.01%
17,137
-1,596
1028
$1.44M 0.01%
103,652
-4,166
1029
$1.44M 0.01%
+7,538
1030
$1.44M 0.01%
41,701
-35,225
1031
$1.42M 0.01%
31,060
+8,058
1032
$1.42M 0.01%
68,247
+4,678
1033
$1.41M 0.01%
217,927
+18,945
1034
$1.41M 0.01%
+151,940
1035
$1.41M 0.01%
25,012
-538
1036
$1.41M 0.01%
63,487
-3,140
1037
$1.4M 0.01%
408,112
+300,196
1038
$1.4M 0.01%
37,700
+11,169
1039
$1.4M 0.01%
12,620
-3,465
1040
$1.4M 0.01%
49,798
-5,360
1041
$1.39M 0.01%
9,818
+186
1042
$1.39M 0.01%
6,059
+185
1043
$1.39M 0.01%
64,070
+4,260
1044
$1.39M 0.01%
118,499
-28,589
1045
$1.39M 0.01%
24,055
-18,395
1046
$1.39M 0.01%
10,231
-1,817
1047
$1.38M 0.01%
18,297
-60
1048
$1.38M 0.01%
41,161
-35,613
1049
$1.38M 0.01%
+29,705
1050
$1.37M 0.01%
51,541
+4,231
40 41
42
43 44