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
1376
$705K ﹤0.01%
11,587
-357
1377
$704K ﹤0.01%
6,471
-24,788
1378
$703K ﹤0.01%
124,464
-2,832
1379
$702K ﹤0.01%
8,895
-61
1380
$699K ﹤0.01%
41,731
+6,698
1381
$699K ﹤0.01%
37,230
-1,881
1382
$699K ﹤0.01%
45,115
-1,810
1383
$697K ﹤0.01%
9,316
-987
1384
$695K ﹤0.01%
52,285
-4,880
1385
$694K ﹤0.01%
+22,866
1386
$692K ﹤0.01%
24,600
+200
1387
$692K ﹤0.01%
61,492
+8,892
1388
$692K ﹤0.01%
15,860
+4,903
1389
$691K ﹤0.01%
9,053
+198
1390
$690K ﹤0.01%
3,167
-150
1391
$688K ﹤0.01%
10,070
+150
1392
$685K ﹤0.01%
22,985
-10,638
1393
$681K ﹤0.01%
10,663
+3,929
1394
$678K ﹤0.01%
2,962
-344
1395
$678K ﹤0.01%
12,322
+3,740
1396
$675K ﹤0.01%
63,513
-5,869
1397
$674K ﹤0.01%
21,715
+9,120
1398
$671K ﹤0.01%
60,327
+1,202
1399
$671K ﹤0.01%
18,596
-6,136
1400
$670K ﹤0.01%
8,532
+1,742
54 55
56
57 58