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
1901
$275K ﹤0.01%
6,050
-1,400
1902
$274K ﹤0.01%
6,492
+5
1903
$274K ﹤0.01%
+4,308
1904
$272K ﹤0.01%
3,086
+60
1905
$272K ﹤0.01%
12,645
+61
1906
$271K ﹤0.01%
9,835
-1,765
1907
$271K ﹤0.01%
6,346
-5,885
1908
$271K ﹤0.01%
+6,781
1909
$270K ﹤0.01%
18,769
1910
$270K ﹤0.01%
+4,326
1911
$270K ﹤0.01%
+8,235
1912
$269K ﹤0.01%
6,625
-2,219
1913
$269K ﹤0.01%
1,822
-26
1914
$269K ﹤0.01%
25,028
-2,560
1915
$268K ﹤0.01%
18,494
-2,616
1916
$267K ﹤0.01%
2,877
-3,908
1917
$267K ﹤0.01%
10,203
1918
$266K ﹤0.01%
16,947
+200
1919
$266K ﹤0.01%
12,466
+318
1920
$266K ﹤0.01%
26,110
+6,000
1921
$265K ﹤0.01%
+65
1922
$265K ﹤0.01%
1,183
+2
1923
$264K ﹤0.01%
+9,266
1924
$263K ﹤0.01%
+18,359
1925
$262K ﹤0.01%
30,398
+447
75 76
77
78 79