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
451
$6.63M 0.03%
2,848
-159
452
$6.63M 0.03%
5,736
-1,271
453
$6.58M 0.03%
289,816
+12,987
454
$6.58M 0.03%
58,875
+14,960
455
$6.57M 0.03%
62,166
+7,710
456
$6.53M 0.03%
70,203
+7,322
457
$6.51M 0.03%
37,954
+14,136
458
$6.5M 0.03%
20,872
+1,505
459
$6.5M 0.03%
220,715
+27,948
460
$6.5M 0.03%
310,357
+274,647
461
$6.5M 0.03%
131,388
-13,716
462
$6.47M 0.03%
127,482
-52,283
463
$6.47M 0.03%
54,732
-2,661
464
$6.47M 0.03%
93,434
+27,916
465
$6.47M 0.03%
124,063
-41,331
466
$6.47M 0.03%
109,164
+26,983
467
$6.45M 0.03%
105,793
+99,301
468
$6.41M 0.03%
154,129
+13,948
469
$6.39M 0.03%
69,629
+1,104
470
$6.38M 0.03%
44,843
+41,548
471
$6.37M 0.03%
35,160
-1,657
472
$6.34M 0.03%
65,511
+1,499
473
$6.32M 0.03%
20,479
-748
474
$6.31M 0.03%
345,752
+115,504
475
$6.29M 0.03%
238,560
+72,591
17 18
19
20 21