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
1701
$390K ﹤0.01%
23,430
-220
1702
$389K ﹤0.01%
16,055
-3,440
1703
$389K ﹤0.01%
8,930
1704
$387K ﹤0.01%
17,956
+3,197
1705
$386K ﹤0.01%
5,592
-101
1706
$386K ﹤0.01%
+101,466
1707
$386K ﹤0.01%
12,518
+3,531
1708
$386K ﹤0.01%
+7,018
1709
$386K ﹤0.01%
10,986
-2,211
1710
$384K ﹤0.01%
63,828
+11,800
1711
$383K ﹤0.01%
38,140
-4,181
1712
$383K ﹤0.01%
22,953
-981
1713
$382K ﹤0.01%
6,000
+6
1714
$382K ﹤0.01%
158,604
+10,504
1715
$381K ﹤0.01%
11,336
+320
1716
$380K ﹤0.01%
13,879
+13
1717
$379K ﹤0.01%
12,427
-730
1718
$379K ﹤0.01%
28,531
-16,467
1719
$379K ﹤0.01%
4,300
+375
1720
$378K ﹤0.01%
+1,740
1721
$377K ﹤0.01%
31,352
+928
1722
$377K ﹤0.01%
+8,282
1723
$377K ﹤0.01%
12,815
+482
1724
$377K ﹤0.01%
+14,260
1725
$376K ﹤0.01%
1,608
-4,432
67 68
69
70 71