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
476
$6.25M 0.03%
31,067
+7,900
477
$6.25M 0.03%
136,810
+18,170
478
$6.24M 0.03%
91,194
+5,372
479
$6.22M 0.03%
86,898
+81,209
480
$6.22M 0.03%
+132,213
481
$6.21M 0.03%
56,164
+3,815
482
$6.21M 0.03%
155,663
+11,672
483
$6.2M 0.03%
260,398
+9,553
484
$6.18M 0.03%
30,679
-6,054
485
$6.16M 0.03%
289,335
+62,452
486
$6.15M 0.03%
33,495
+19,993
487
$6.14M 0.03%
+29,340
488
$6.14M 0.03%
25,208
-1,937
489
$6.13M 0.03%
18,619
+279
490
$6.11M 0.03%
5,358
+52
491
$6.1M 0.03%
69,132
+21,505
492
$6.09M 0.03%
+434,434
493
$6.03M 0.03%
82,087
+74,841
494
$6.03M 0.03%
72,785
+46,507
495
$6.01M 0.03%
86,418
+5,064
496
$6.01M 0.03%
40,001
+142
497
$5.99M 0.03%
27,890
+2,042
498
$5.97M 0.03%
105,814
-14,006
499
$5.97M 0.03%
73,382
+4,693
500
$5.96M 0.03%
141,269
+23,624
18 19
20
21 22