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
2126
$96K ﹤0.01%
2,088
-610
2127
$95K ﹤0.01%
11,200
+1,200
2128
$95K ﹤0.01%
4,500
2129
$94K ﹤0.01%
12,703
-721
2130
$93K ﹤0.01%
17,000
2131
$91K ﹤0.01%
+14,054
2132
$91K ﹤0.01%
+1,700
2133
$90K ﹤0.01%
+15,828
2134
$89K ﹤0.01%
11,300
+800
2135
$88K ﹤0.01%
10,314
-1,000
2136
$86K ﹤0.01%
+12,765
2137
$83K ﹤0.01%
+15,855
2138
$80K ﹤0.01%
1,588
+300
2139
$80K ﹤0.01%
4,443
+1,375
2140
$78K ﹤0.01%
13,623
+800
2141
$77K ﹤0.01%
11,504
-71,822
2142
$77K ﹤0.01%
33,333
-27,900
2143
$75K ﹤0.01%
+3,751
2144
$74K ﹤0.01%
22,350
+2,000
2145
$73K ﹤0.01%
+10,250
2146
$72K ﹤0.01%
13,000
2147
$67K ﹤0.01%
11,000
2148
$67K ﹤0.01%
+3,400
2149
$64K ﹤0.01%
31,515
-7,822
2150
$58K ﹤0.01%
+11,000
84 85
86
87 88