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
1551
$503K ﹤0.01%
1,323
+36
1552
$503K ﹤0.01%
4,585
+123
1553
$502K ﹤0.01%
4,776
+295
1554
$501K ﹤0.01%
11,976
+1,057
1555
$501K ﹤0.01%
8,193
-312
1556
$501K ﹤0.01%
6,327
-2,121
1557
$500K ﹤0.01%
12,035
+304
1558
$500K ﹤0.01%
21,403
-106,469
1559
$499K ﹤0.01%
13,672
+4,276
1560
$499K ﹤0.01%
+47,304
1561
$498K ﹤0.01%
9,854
+1
1562
$498K ﹤0.01%
30,136
1563
$497K ﹤0.01%
35,222
1564
$496K ﹤0.01%
5,732
-269
1565
$494K ﹤0.01%
6,694
-1,216
1566
$494K ﹤0.01%
50,275
+2,475
1567
$493K ﹤0.01%
18,297
+4,431
1568
$492K ﹤0.01%
8,267
+1,479
1569
$491K ﹤0.01%
9,435
+348
1570
$490K ﹤0.01%
11,163
+2,588
1571
$490K ﹤0.01%
10,869
+284
1572
$489K ﹤0.01%
11,859
-8,594
1573
$489K ﹤0.01%
7,288
+220
1574
$488K ﹤0.01%
16,747
-1,038
1575
$488K ﹤0.01%
15,843
-4,639
61 62
63
64 65