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
1601
$456K ﹤0.01%
4,725
-5,287
1602
$456K ﹤0.01%
+4,960
1603
$456K ﹤0.01%
10,046
+2,253
1604
$453K ﹤0.01%
32,858
-1,721
1605
$453K ﹤0.01%
8,553
+755
1606
$452K ﹤0.01%
10,863
+1,705
1607
$449K ﹤0.01%
178,000
-15,600
1608
$448K ﹤0.01%
64,256
+8,386
1609
$448K ﹤0.01%
+11,532
1610
$448K ﹤0.01%
6,169
-93
1611
$448K ﹤0.01%
+8,474
1612
$448K ﹤0.01%
7,887
-808
1613
$447K ﹤0.01%
7,895
-7,993
1614
$447K ﹤0.01%
2,443
+1,190
1615
$446K ﹤0.01%
5,791
+337
1616
$445K ﹤0.01%
17,356
-7,425
1617
$445K ﹤0.01%
6,944
-318
1618
$442K ﹤0.01%
4,185
-169
1619
$442K ﹤0.01%
+21,685
1620
$441K ﹤0.01%
8,511
+453
1621
$441K ﹤0.01%
2,624
+165
1622
$440K ﹤0.01%
9,578
-4,524
1623
$439K ﹤0.01%
+5,364
1624
$439K ﹤0.01%
18,292
-971
1625
$438K ﹤0.01%
+24,266
63 64
65
66 67