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
1226
$940K ﹤0.01%
4,464
-14
1227
$938K ﹤0.01%
23,069
+3,892
1228
$936K ﹤0.01%
+31,616
1229
$935K ﹤0.01%
18,230
+807
1230
$935K ﹤0.01%
+7,447
1231
$933K ﹤0.01%
46,052
+1,174
1232
$932K ﹤0.01%
23,826
-664
1233
$931K ﹤0.01%
10,388
+384
1234
$930K ﹤0.01%
83,488
-12,526
1235
$930K ﹤0.01%
102,465
+6,127
1236
$927K ﹤0.01%
5,872
-276
1237
$925K ﹤0.01%
15,689
-1,843
1238
$923K ﹤0.01%
6,574
+629
1239
$922K ﹤0.01%
25,004
-24,860
1240
$921K ﹤0.01%
16,134
1241
$918K ﹤0.01%
14,961
-1,072
1242
$918K ﹤0.01%
27,735
-204
1243
$916K ﹤0.01%
28,858
+1,358
1244
$915K ﹤0.01%
96,702
+5,711
1245
$915K ﹤0.01%
19,932
+2,536
1246
$914K ﹤0.01%
20,462
-876
1247
$912K ﹤0.01%
45,696
+11,702
1248
$910K ﹤0.01%
25,430
+17,225
1249
$907K ﹤0.01%
26,615
+2,250
1250
$906K ﹤0.01%
10,041
-23
48 49
50
51 52