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
1201
$978K ﹤0.01%
6,532
-10
1202
$977K ﹤0.01%
36,766
-1,282
1203
$977K ﹤0.01%
21,332
+177
1204
$977K ﹤0.01%
26,985
+6,507
1205
$975K ﹤0.01%
18,737
-821
1206
$971K ﹤0.01%
17,617
-203
1207
$970K ﹤0.01%
53,843
+552
1208
$969K ﹤0.01%
21,798
+1,594
1209
$968K ﹤0.01%
35,091
+4,269
1210
$968K ﹤0.01%
+24,260
1211
$967K ﹤0.01%
36,254
+7,357
1212
$967K ﹤0.01%
44,986
+2,170
1213
$963K ﹤0.01%
12,458
-7
1214
$961K ﹤0.01%
14,916
-140
1215
$961K ﹤0.01%
123,020
+4,219
1216
$955K ﹤0.01%
42,278
+4,209
1217
$950K ﹤0.01%
24,774
+5,320
1218
$947K ﹤0.01%
62,164
+51
1219
$947K ﹤0.01%
13,926
-2,913
1220
$945K ﹤0.01%
28,936
+745
1221
$945K ﹤0.01%
15,763
-516
1222
$944K ﹤0.01%
18,459
-1,416
1223
$942K ﹤0.01%
11,510
+6,244
1224
$941K ﹤0.01%
10,780
+233
1225
$941K ﹤0.01%
7,164
+5,447
47 48
49
50 51