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
326
$10.1M 0.05%
97,601
+23,873
327
$10M 0.05%
93,948
+5,544
328
$10M 0.05%
196,387
-9,737
329
$10M 0.05%
117,798
+15,305
330
$10M 0.05%
48,310
+523
331
$9.96M 0.05%
246,419
-12,105
332
$9.95M 0.05%
80,287
-7,801
333
$9.91M 0.05%
143,521
+121,755
334
$9.91M 0.05%
20,810
+7,148
335
$9.89M 0.05%
55,960
-469
336
$9.88M 0.05%
183,084
-59,140
337
$9.84M 0.05%
107,088
+1,938
338
$9.81M 0.05%
159,465
+80,418
339
$9.71M 0.05%
125,682
+11,140
340
$9.61M 0.05%
22,917
-4,190
341
$9.6M 0.05%
520,939
+24,650
342
$9.57M 0.05%
33,036
+2,461
343
$9.56M 0.05%
107,279
-4,652
344
$9.46M 0.05%
258,876
+4,668
345
$9.34M 0.05%
69,292
+5,052
346
$9.34M 0.05%
146,717
-8,078
347
$9.3M 0.05%
54,481
+4,165
348
$9.26M 0.05%
106,027
-4,240
349
$9.17M 0.04%
122,642
+14,287
350
$9.1M 0.04%
60,493
+41,190
12 13
14
15 16