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
351
$9.09M 0.04%
32,501
+884
352
$9.07M 0.04%
23,672
-19,135
353
$9.03M 0.04%
64,186
+6,673
354
$8.98M 0.04%
147,142
-39,170
355
$8.92M 0.04%
33,811
+95
356
$8.92M 0.04%
638,234
+166,997
357
$8.87M 0.04%
38,437
+25,572
358
$8.86M 0.04%
350,241
-2,835
359
$8.85M 0.04%
112,254
+29,055
360
$8.84M 0.04%
262,274
-16,740
361
$8.82M 0.04%
351,867
+25,134
362
$8.81M 0.04%
324,001
+17,961
363
$8.8M 0.04%
77,971
-24,930
364
$8.76M 0.04%
30,814
+25,399
365
$8.74M 0.04%
403,878
+18,096
366
$8.73M 0.04%
37,957
-4,793
367
$8.67M 0.04%
110,654
-45,593
368
$8.62M 0.04%
28,849
-1,993
369
$8.61M 0.04%
66,708
-2,564
370
$8.59M 0.04%
744,298
+274,909
371
$8.56M 0.04%
239,965
+182,445
372
$8.52M 0.04%
32,885
-329
373
$8.52M 0.04%
53,426
+4,706
374
$8.41M 0.04%
70,592
+1,096
375
$8.4M 0.04%
172,712
+50,054
13 14
15
16 17