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
1301
$815K ﹤0.01%
11,593
-3,790
1302
$812K ﹤0.01%
7,468
-923
1303
$812K ﹤0.01%
25,036
-854
1304
$812K ﹤0.01%
52,701
-36,996
1305
$810K ﹤0.01%
75,600
+42,600
1306
$804K ﹤0.01%
5,736
+1,427
1307
$801K ﹤0.01%
31,850
+1,228
1308
$800K ﹤0.01%
66,581
+11,093
1309
$800K ﹤0.01%
29,322
-3,223
1310
$800K ﹤0.01%
6,730
-25
1311
$800K ﹤0.01%
9,548
-3,348
1312
$799K ﹤0.01%
24,679
-627
1313
$799K ﹤0.01%
95,439
+25,600
1314
$795K ﹤0.01%
4,091
-1,218
1315
$794K ﹤0.01%
8,319
-425
1316
$794K ﹤0.01%
+6,333
1317
$791K ﹤0.01%
+25,211
1318
$791K ﹤0.01%
9,856
+1,342
1319
$791K ﹤0.01%
3,647
-4,700
1320
$789K ﹤0.01%
2,575
+177
1321
$784K ﹤0.01%
6,419
-563
1322
$781K ﹤0.01%
17,280
+4,430
1323
$781K ﹤0.01%
68,635
+1,923
1324
$780K ﹤0.01%
5,165
+1,643
1325
$780K ﹤0.01%
47,853
+6,930
51 52
53
54 55