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
276
$13.2M 0.06%
192,761
-53,704
277
$13.1M 0.06%
21,233
-6,712
278
$12.9M 0.06%
61,320
+1,937
279
$12.9M 0.06%
160,451
+722
280
$12.8M 0.06%
97,007
-16,324
281
$12.7M 0.06%
444,243
+152,165
282
$12.6M 0.06%
105,897
+21,435
283
$12.6M 0.06%
190,422
+31,292
284
$12.5M 0.06%
203,941
-13,196
285
$12.5M 0.06%
25,057
-1,055
286
$12.4M 0.06%
189,381
+38,245
287
$12.4M 0.06%
284,071
+41,377
288
$12.3M 0.06%
77,834
+38,748
289
$12.3M 0.06%
217,221
+146,475
290
$12.3M 0.06%
26,736
+13,763
291
$12.3M 0.06%
177,783
+20,755
292
$12.2M 0.06%
56,663
+2,388
293
$12.2M 0.06%
89,842
-54,335
294
$12.1M 0.06%
17,768
+555
295
$12M 0.06%
52,436
+6,718
296
$11.9M 0.06%
78,352
-1,288
297
$11.7M 0.06%
298,604
-820
298
$11.6M 0.06%
157,279
+10,935
299
$11.6M 0.06%
23,854
-1,332
300
$11.6M 0.06%
190,453
+13,374
10 11
12
13 14