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
1326
$777K ﹤0.01%
6,376
+1,564
1327
$776K ﹤0.01%
70,849
-1,005
1328
$774K ﹤0.01%
17,569
+7,988
1329
$771K ﹤0.01%
80,917
+9,035
1330
$771K ﹤0.01%
14,105
-130
1331
$768K ﹤0.01%
6,306
-4,467
1332
$766K ﹤0.01%
17,836
+2,430
1333
$765K ﹤0.01%
24,823
-1,606
1334
$765K ﹤0.01%
35,660
-5,273
1335
$765K ﹤0.01%
58,023
-1,571
1336
$763K ﹤0.01%
2,885
-1,079
1337
$761K ﹤0.01%
3,206
-70
1338
$761K ﹤0.01%
10,493
+540
1339
$758K ﹤0.01%
22,770
+4,006
1340
$758K ﹤0.01%
14,647
-3,238
1341
$757K ﹤0.01%
40,473
+1,468
1342
$757K ﹤0.01%
15,190
+566
1343
$755K ﹤0.01%
4,923
-409
1344
$751K ﹤0.01%
19,647
+7,782
1345
$750K ﹤0.01%
13,673
-4,433
1346
$750K ﹤0.01%
57,509
+14,224
1347
$747K ﹤0.01%
14,942
+734
1348
$747K ﹤0.01%
+35,659
1349
$746K ﹤0.01%
29,671
-16,053
1350
$746K ﹤0.01%
27,850
-6,935
52 53
54
55 56