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
1751
$369K ﹤0.01%
2,107
+618
1752
$369K ﹤0.01%
+2,811
1753
$369K ﹤0.01%
16,000
1754
$368K ﹤0.01%
19,020
+3,510
1755
$368K ﹤0.01%
11,355
+2,200
1756
$367K ﹤0.01%
4,369
+13
1757
$366K ﹤0.01%
29,564
+4,352
1758
$365K ﹤0.01%
28,305
-970
1759
$365K ﹤0.01%
15,342
-13,452
1760
$365K ﹤0.01%
16,483
-1,583
1761
$364K ﹤0.01%
6,182
-847
1762
$364K ﹤0.01%
1,903
-325
1763
$363K ﹤0.01%
4,588
-370
1764
$363K ﹤0.01%
77
-16
1765
$362K ﹤0.01%
2,724
-650
1766
$362K ﹤0.01%
5,516
-87
1767
$362K ﹤0.01%
24,219
-90
1768
$360K ﹤0.01%
8,109
-5,013
1769
$360K ﹤0.01%
37,507
-579
1770
$359K ﹤0.01%
+5,443
1771
$359K ﹤0.01%
+6,348
1772
$357K ﹤0.01%
15,963
-7,965
1773
$357K ﹤0.01%
2,752
-261
1774
$356K ﹤0.01%
4,799
-1,082
1775
$353K ﹤0.01%
11,413
-2,723
69 70
71
72 73