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
1401
$669K ﹤0.01%
6,728
-464
1402
$667K ﹤0.01%
17,037
+2,575
1403
$665K ﹤0.01%
20,525
+755
1404
$664K ﹤0.01%
3,661
+1,725
1405
$660K ﹤0.01%
13,487
+1,071
1406
$658K ﹤0.01%
9,353
+265
1407
$655K ﹤0.01%
16,550
-13,100
1408
$655K ﹤0.01%
39,025
-4,000
1409
$654K ﹤0.01%
6,659
-9,384
1410
$651K ﹤0.01%
6,869
-48
1411
$649K ﹤0.01%
2,633
+13
1412
$649K ﹤0.01%
7,768
+3,769
1413
$647K ﹤0.01%
54,591
+8,470
1414
$647K ﹤0.01%
13,633
-857
1415
$644K ﹤0.01%
17,031
+947
1416
$643K ﹤0.01%
12,008
+1,105
1417
$642K ﹤0.01%
14,059
+221
1418
$640K ﹤0.01%
20,231
+351
1419
$640K ﹤0.01%
4,655
+663
1420
$640K ﹤0.01%
46,453
1421
$640K ﹤0.01%
16,569
+180
1422
$639K ﹤0.01%
5,897
-185
1423
$639K ﹤0.01%
4,790
+1,770
1424
$637K ﹤0.01%
+31,074
1425
$636K ﹤0.01%
6,993
-137
55 56
57
58 59