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
1351
$745K ﹤0.01%
5,328
-336
1352
$744K ﹤0.01%
56,260
-770
1353
$743K ﹤0.01%
25,261
+491
1354
$742K ﹤0.01%
5,922
-5,798
1355
$742K ﹤0.01%
5,519
-54
1356
$740K ﹤0.01%
49,102
+11,436
1357
$737K ﹤0.01%
9,431
+3,277
1358
$736K ﹤0.01%
5,984
-457
1359
$735K ﹤0.01%
+52,037
1360
$733K ﹤0.01%
52,777
+183
1361
$733K ﹤0.01%
+486
1362
$730K ﹤0.01%
21,375
-3,411
1363
$730K ﹤0.01%
13,681
-14,339
1364
$729K ﹤0.01%
40,136
+5,236
1365
$728K ﹤0.01%
8,966
+601
1366
$727K ﹤0.01%
37,353
+484
1367
$726K ﹤0.01%
8,479
+602
1368
$721K ﹤0.01%
6,012
-1,027
1369
$720K ﹤0.01%
44,564
+3,398
1370
$720K ﹤0.01%
25,991
-292
1371
$720K ﹤0.01%
12,962
+1,058
1372
$719K ﹤0.01%
12,104
+4,784
1373
$716K ﹤0.01%
7,498
+2,042
1374
$715K ﹤0.01%
33,838
-300,238
1375
$711K ﹤0.01%
16,548
+3,524
53 54
55
56 57