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
1576
$487K ﹤0.01%
12,822
+5,385
1577
$486K ﹤0.01%
2,812
-246
1578
$485K ﹤0.01%
9,613
+911
1579
$482K ﹤0.01%
80,150
+1,300
1580
$481K ﹤0.01%
24,938
+4,188
1581
$481K ﹤0.01%
10,818
+2
1582
$481K ﹤0.01%
+25,400
1583
$479K ﹤0.01%
9,088
1584
$474K ﹤0.01%
14,112
-378
1585
$473K ﹤0.01%
+26,302
1586
$473K ﹤0.01%
12,938
-2,953
1587
$468K ﹤0.01%
8,989
+1,245
1588
$466K ﹤0.01%
2,600
-158
1589
$466K ﹤0.01%
+12,260
1590
$465K ﹤0.01%
+13,695
1591
$464K ﹤0.01%
42,211
+2,029
1592
$464K ﹤0.01%
11,690
+1,205
1593
$464K ﹤0.01%
758
-766
1594
$464K ﹤0.01%
12,037
-4,460
1595
$462K ﹤0.01%
9,353
-4,604
1596
$462K ﹤0.01%
34,474
1597
$461K ﹤0.01%
+1,991
1598
$460K ﹤0.01%
12,962
-2,250
1599
$458K ﹤0.01%
7,501
+921
1600
$457K ﹤0.01%
+3,161
62 63
64
65 66