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
401
$7.72M 0.04%
234,540
+184,498
402
$7.68M 0.04%
79,996
+5,788
403
$7.66M 0.04%
409,399
-120,829
404
$7.64M 0.04%
182,726
+10,433
405
$7.63M 0.04%
257,921
+24,429
406
$7.61M 0.04%
+286,551
407
$7.61M 0.04%
83,774
-8,992
408
$7.57M 0.04%
229,670
-14,300
409
$7.55M 0.04%
45,576
+5,109
410
$7.55M 0.04%
59,390
+7,995
411
$7.48M 0.04%
73,262
+6,123
412
$7.45M 0.04%
150,244
+31,398
413
$7.44M 0.04%
137,918
-1,082
414
$7.43M 0.04%
46,792
-38,995
415
$7.42M 0.04%
276,750
+29,041
416
$7.4M 0.04%
24,131
+17,632
417
$7.36M 0.04%
61,254
+50,152
418
$7.32M 0.04%
108,192
-2,815
419
$7.31M 0.04%
116,621
+91,944
420
$7.31M 0.04%
80,018
-23,460
421
$7.25M 0.04%
77,419
-764
422
$7.24M 0.04%
85,519
+71,323
423
$7.24M 0.04%
243,362
-4,860
424
$7.22M 0.04%
160,059
-327,695
425
$7.21M 0.04%
66,860
+14,323
15 16
17
18 19