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
1726
$376K ﹤0.01%
19,908
+2,165
1727
$375K ﹤0.01%
12,010
-732
1728
$375K ﹤0.01%
21,281
-1
1729
$375K ﹤0.01%
31,359
-32,994
1730
$375K ﹤0.01%
11,789
+2,012
1731
$375K ﹤0.01%
8,938
-113
1732
$375K ﹤0.01%
5,025
1733
$374K ﹤0.01%
2,979
-24,046
1734
$374K ﹤0.01%
+13,055
1735
$374K ﹤0.01%
8,271
+3,916
1736
$373K ﹤0.01%
9,431
+216
1737
$373K ﹤0.01%
4,705
-387
1738
$372K ﹤0.01%
18,856
-100
1739
$372K ﹤0.01%
+14,614
1740
$372K ﹤0.01%
5,107
+197
1741
$371K ﹤0.01%
+14,426
1742
$371K ﹤0.01%
3,125
-2,663
1743
$371K ﹤0.01%
1,335
-477
1744
$371K ﹤0.01%
31,264
-3,050
1745
$371K ﹤0.01%
+6,066
1746
$370K ﹤0.01%
4,810
-624
1747
$370K ﹤0.01%
+5,315
1748
$370K ﹤0.01%
15,698
-675
1749
$370K ﹤0.01%
+35,100
1750
$369K ﹤0.01%
17,092
+1,461
68 69
70
71 72