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
1251
$896K ﹤0.01%
9,415
-2,054
1252
$892K ﹤0.01%
16,642
+917
1253
$890K ﹤0.01%
16,563
+12,252
1254
$890K ﹤0.01%
6,954
+2,175
1255
$889K ﹤0.01%
61,619
+3,184
1256
$889K ﹤0.01%
224,565
+13,221
1257
$887K ﹤0.01%
14,436
-444
1258
$887K ﹤0.01%
53,489
+1,217
1259
$884K ﹤0.01%
4,295
+409
1260
$884K ﹤0.01%
67,946
-3,902
1261
$879K ﹤0.01%
6,414
-750
1262
$879K ﹤0.01%
54,652
-603
1263
$877K ﹤0.01%
10,928
+309
1264
$876K ﹤0.01%
11,290
+791
1265
$876K ﹤0.01%
56,415
+3,482
1266
$875K ﹤0.01%
15,599
-421
1267
$871K ﹤0.01%
26,210
+731
1268
$870K ﹤0.01%
8,429
-67,747
1269
$868K ﹤0.01%
18,370
-882
1270
$868K ﹤0.01%
+55,431
1271
$866K ﹤0.01%
21,673
+501
1272
$861K ﹤0.01%
37,490
-3,660
1273
$861K ﹤0.01%
12,242
+6,760
1274
$860K ﹤0.01%
+10,265
1275
$858K ﹤0.01%
52,658
+9,485
49 50
51
52 53