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
1476
$576K ﹤0.01%
12,270
+778
1477
$575K ﹤0.01%
17,342
+2,926
1478
$574K ﹤0.01%
6,370
-200
1479
$573K ﹤0.01%
22,299
1480
$572K ﹤0.01%
37,793
+193
1481
$571K ﹤0.01%
15,941
+2,596
1482
$570K ﹤0.01%
42,263
+20
1483
$569K ﹤0.01%
62,576
-9,864
1484
$568K ﹤0.01%
10,040
+85
1485
$567K ﹤0.01%
7,109
-80
1486
$565K ﹤0.01%
11,077
-435
1487
$564K ﹤0.01%
3,114
+862
1488
$562K ﹤0.01%
8,588
+872
1489
$561K ﹤0.01%
10,692
1490
$560K ﹤0.01%
2,136
+95
1491
$560K ﹤0.01%
29,195
+5,782
1492
$559K ﹤0.01%
18,513
+7,271
1493
$557K ﹤0.01%
40,811
+1,201
1494
$557K ﹤0.01%
6,048
+1,228
1495
$556K ﹤0.01%
12,100
+1,986
1496
$555K ﹤0.01%
46,711
-229
1497
$555K ﹤0.01%
11,608
-805
1498
$553K ﹤0.01%
23,997
-162,905
1499
$552K ﹤0.01%
11,232
-12,156
1500
$552K ﹤0.01%
3,626
-183
58 59
60
61 62