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
1651
$425K ﹤0.01%
12,834
-3,227
1652
$424K ﹤0.01%
+15,390
1653
$424K ﹤0.01%
+11,501
1654
$422K ﹤0.01%
13,438
1655
$422K ﹤0.01%
5,604
+461
1656
$422K ﹤0.01%
32,473
+4,220
1657
$421K ﹤0.01%
17,563
-1,588
1658
$420K ﹤0.01%
33,736
+115
1659
$419K ﹤0.01%
1,014
+34
1660
$419K ﹤0.01%
5,828
-289
1661
$419K ﹤0.01%
18,799
+1,570
1662
$418K ﹤0.01%
46,286
+22,631
1663
$418K ﹤0.01%
3,679
+67
1664
$418K ﹤0.01%
4,420
-2,721
1665
$418K ﹤0.01%
3,493
-298
1666
$417K ﹤0.01%
+22,661
1667
$417K ﹤0.01%
5,542
+100
1668
$416K ﹤0.01%
5,541
+2,185
1669
$415K ﹤0.01%
9,055
-1,442
1670
$414K ﹤0.01%
3,524
-468
1671
$412K ﹤0.01%
+4,220
1672
$412K ﹤0.01%
+48,865
1673
$411K ﹤0.01%
29,289
+5,676
1674
$410K ﹤0.01%
5,369
-218
1675
$409K ﹤0.01%
16,531
-831
65 66
67
68 69