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
1451
$602K ﹤0.01%
2,246
-1,351
1452
$600K ﹤0.01%
11,269
-1,280
1453
$598K ﹤0.01%
48,921
-5,577
1454
$597K ﹤0.01%
18,892
+506
1455
$597K ﹤0.01%
8,945
+876
1456
$596K ﹤0.01%
5,951
-12,839
1457
$595K ﹤0.01%
5,710
-668
1458
$594K ﹤0.01%
5,640
+13
1459
$590K ﹤0.01%
16,235
-781
1460
$590K ﹤0.01%
12,830
-520
1461
$587K ﹤0.01%
5,055
+718
1462
$587K ﹤0.01%
16,025
1463
$586K ﹤0.01%
8,415
+900
1464
$586K ﹤0.01%
16,568
-469
1465
$584K ﹤0.01%
+6,327
1466
$583K ﹤0.01%
6,370
+204
1467
$583K ﹤0.01%
34,495
+5,005
1468
$583K ﹤0.01%
10,250
-3,340
1469
$582K ﹤0.01%
21,455
-9,400
1470
$581K ﹤0.01%
40,865
-46,234
1471
$579K ﹤0.01%
42,051
1472
$577K ﹤0.01%
31,031
+1,067
1473
$577K ﹤0.01%
14,603
-6,910
1474
$576K ﹤0.01%
48,413
-1,245
1475
$576K ﹤0.01%
11,752
-98
57 58
59
60 61