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
1876
$287K ﹤0.01%
6,756
+265
1877
$286K ﹤0.01%
8,200
-800
1878
$284K ﹤0.01%
7,717
-591
1879
$283K ﹤0.01%
+17,618
1880
$283K ﹤0.01%
+4,412
1881
$282K ﹤0.01%
33,400
-5,024
1882
$282K ﹤0.01%
9,649
+133
1883
$282K ﹤0.01%
+35
1884
$281K ﹤0.01%
20,728
+878
1885
$280K ﹤0.01%
+2,493
1886
$280K ﹤0.01%
28,462
-7,852
1887
$279K ﹤0.01%
7,859
-2,430
1888
$279K ﹤0.01%
+14,050
1889
$279K ﹤0.01%
4,063
+131
1890
$278K ﹤0.01%
6,597
+573
1891
$278K ﹤0.01%
1,262
-2,028
1892
$277K ﹤0.01%
21,204
+1,106
1893
$276K ﹤0.01%
+6,113
1894
$276K ﹤0.01%
26,675
-1,070
1895
$276K ﹤0.01%
+7,942
1896
$275K ﹤0.01%
+5,142
1897
$275K ﹤0.01%
7,076
+918
1898
$275K ﹤0.01%
6,735
1899
$275K ﹤0.01%
9,492
-150
1900
$275K ﹤0.01%
9,280
-3,488
74 75
76
77 78