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
1501
$552K ﹤0.01%
3,216
-1,319
1502
$550K ﹤0.01%
37,698
+2,701
1503
$549K ﹤0.01%
9,629
-625
1504
$549K ﹤0.01%
6,810
-2,299
1505
$549K ﹤0.01%
97,880
+5,720
1506
$544K ﹤0.01%
80,650
+3,812
1507
$544K ﹤0.01%
3,654
-1,360
1508
$543K ﹤0.01%
+10,630
1509
$541K ﹤0.01%
14,535
-639
1510
$541K ﹤0.01%
22,905
+788
1511
$540K ﹤0.01%
17,405
-990
1512
$539K ﹤0.01%
4,876
+454
1513
$538K ﹤0.01%
36,126
+8,500
1514
$538K ﹤0.01%
10,368
+126
1515
$537K ﹤0.01%
7,549
+2,289
1516
$537K ﹤0.01%
57,697
+6,262
1517
$537K ﹤0.01%
11,741
-780
1518
$536K ﹤0.01%
68,644
-1,746
1519
$536K ﹤0.01%
5,612
+2,140
1520
$534K ﹤0.01%
27,264
-2,999
1521
$534K ﹤0.01%
80,122
+29,551
1522
$534K ﹤0.01%
2,452
-83
1523
$530K ﹤0.01%
5,464
+497
1524
$530K ﹤0.01%
52,543
+1,150
1525
$529K ﹤0.01%
+11,055
59 60
61
62 63