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
1426
$636K ﹤0.01%
44,031
-1,370
1427
$634K ﹤0.01%
15,401
-8,498
1428
$633K ﹤0.01%
8,582
-8,118
1429
$631K ﹤0.01%
23,963
1430
$630K ﹤0.01%
28,385
-2,475
1431
$630K ﹤0.01%
25,837
+1,586
1432
$626K ﹤0.01%
45,648
+211
1433
$624K ﹤0.01%
11,914
+253
1434
$624K ﹤0.01%
42,114
+218
1435
$620K ﹤0.01%
15,819
-439
1436
$619K ﹤0.01%
14,748
-264
1437
$618K ﹤0.01%
6,711
-175
1438
$617K ﹤0.01%
11,308
+6,378
1439
$616K ﹤0.01%
6,456
+313
1440
$616K ﹤0.01%
+9,207
1441
$614K ﹤0.01%
11,548
-3,334
1442
$613K ﹤0.01%
25,410
-92,112
1443
$613K ﹤0.01%
13,708
+8,818
1444
$612K ﹤0.01%
19,557
+90
1445
$612K ﹤0.01%
2,583
1446
$608K ﹤0.01%
+5,895
1447
$605K ﹤0.01%
23,154
+550
1448
$604K ﹤0.01%
13,055
-800
1449
$604K ﹤0.01%
16,720
-2,265
1450
$603K ﹤0.01%
67,849
-1,578
56 57
58
59 60