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
1526
$526K ﹤0.01%
17,575
1527
$525K ﹤0.01%
13,809
-1,681
1528
$522K ﹤0.01%
34,096
+865
1529
$521K ﹤0.01%
37,948
-22,079
1530
$520K ﹤0.01%
3,464
-373
1531
$520K ﹤0.01%
63,749
-647
1532
$519K ﹤0.01%
7,371
-15,359
1533
$518K ﹤0.01%
11,547
+47
1534
$518K ﹤0.01%
3,570
+118
1535
$517K ﹤0.01%
27,830
-1,193
1536
$516K ﹤0.01%
+25,290
1537
$516K ﹤0.01%
12,469
+1,528
1538
$516K ﹤0.01%
8,470
-388
1539
$515K ﹤0.01%
+11,088
1540
$514K ﹤0.01%
9,100
+2,164
1541
$513K ﹤0.01%
14,017
+1,495
1542
$511K ﹤0.01%
4,621
+65
1543
$510K ﹤0.01%
6,753
+275
1544
$510K ﹤0.01%
10,333
-1,195
1545
$509K ﹤0.01%
+11,831
1546
$509K ﹤0.01%
70,945
-5,726
1547
$506K ﹤0.01%
5,200
-2,824
1548
$504K ﹤0.01%
5,025
-392
1549
$504K ﹤0.01%
12,174
+882
1550
$503K ﹤0.01%
58,603
+2,220
60 61
62
63 64