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
1626
$437K ﹤0.01%
+5,571
1627
$435K ﹤0.01%
32,291
+6,741
1628
$435K ﹤0.01%
8,332
-74
1629
$435K ﹤0.01%
7,439
+3,336
1630
$435K ﹤0.01%
6,689
-2,044
1631
$435K ﹤0.01%
20,811
-556
1632
$434K ﹤0.01%
1,929
+139
1633
$433K ﹤0.01%
59,666
+186
1634
$433K ﹤0.01%
28,633
+2,443
1635
$432K ﹤0.01%
2,616
-80
1636
$432K ﹤0.01%
4,842
1637
$432K ﹤0.01%
1,819
+53
1638
$430K ﹤0.01%
9,234
-1,088
1639
$430K ﹤0.01%
21,911
+8,360
1640
$429K ﹤0.01%
6,795
+164
1641
$429K ﹤0.01%
10,279
+2,632
1642
$428K ﹤0.01%
10,131
+2,143
1643
$428K ﹤0.01%
+17,870
1644
$428K ﹤0.01%
10,869
+943
1645
$428K ﹤0.01%
43,263
+392
1646
$427K ﹤0.01%
+26,466
1647
$427K ﹤0.01%
6,919
-812
1648
$427K ﹤0.01%
+5,011
1649
$426K ﹤0.01%
6,260
-535
1650
$425K ﹤0.01%
28,850
+3,000
64 65
66
67 68