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
1826
$316K ﹤0.01%
4,865
+312
1827
$316K ﹤0.01%
10,000
1828
$315K ﹤0.01%
+6,532
1829
$315K ﹤0.01%
16,966
+2,215
1830
$315K ﹤0.01%
1,531
-10
1831
$313K ﹤0.01%
2,323
-66
1832
$313K ﹤0.01%
+1,238
1833
$312K ﹤0.01%
+11,623
1834
$311K ﹤0.01%
10,760
+1,840
1835
$311K ﹤0.01%
4,573
-1,110
1836
$311K ﹤0.01%
12,714
-281
1837
$310K ﹤0.01%
24,058
+545
1838
$309K ﹤0.01%
10,300
1839
$309K ﹤0.01%
4,866
-166
1840
$309K ﹤0.01%
50,050
+50
1841
$308K ﹤0.01%
12,172
+1,752
1842
$308K ﹤0.01%
2,733
-1,165
1843
$308K ﹤0.01%
570
-15
1844
$307K ﹤0.01%
36,369
+79
1845
$307K ﹤0.01%
23,589
-1,258
1846
$306K ﹤0.01%
3,830
-94
1847
$306K ﹤0.01%
10,320
+752
1848
$305K ﹤0.01%
6,489
+1,180
1849
$303K ﹤0.01%
251
-50
1850
$302K ﹤0.01%
2,353
+200
72 73
74
75 76