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
1851
$302K ﹤0.01%
41,913
+1,360
1852
$301K ﹤0.01%
5,780
1853
$301K ﹤0.01%
3,387
-8
1854
$301K ﹤0.01%
+12,642
1855
$301K ﹤0.01%
+29,324
1856
$300K ﹤0.01%
18,441
-108
1857
$299K ﹤0.01%
14,075
+227
1858
$299K ﹤0.01%
+5,791
1859
$297K ﹤0.01%
4,987
-926
1860
$296K ﹤0.01%
+14,032
1861
$296K ﹤0.01%
+10,584
1862
$295K ﹤0.01%
3,954
-511
1863
$294K ﹤0.01%
2,071
+10
1864
$294K ﹤0.01%
3,428
-211
1865
$294K ﹤0.01%
1,156
-868
1866
$293K ﹤0.01%
21,369
+833
1867
$291K ﹤0.01%
37,824
+1,696
1868
$291K ﹤0.01%
4,249
-15,189
1869
$291K ﹤0.01%
+5,170
1870
$291K ﹤0.01%
3,162
+454
1871
$291K ﹤0.01%
2,040
-4
1872
$290K ﹤0.01%
4,191
+192
1873
$289K ﹤0.01%
5,991
+1,164
1874
$289K ﹤0.01%
27,101
+2,500
1875
$287K ﹤0.01%
4,271
+1,063
73 74
75
76 77