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
501
$5.96M 0.03%
154,083
-2,527
502
$5.92M 0.03%
42,042
+5,905
503
$5.91M 0.03%
57,935
+33,813
504
$5.9M 0.03%
74,678
+4,535
505
$5.88M 0.03%
38,530
-2,514
506
$5.88M 0.03%
+62,984
507
$5.85M 0.03%
58,083
+27,218
508
$5.85M 0.03%
264,250
-2,250
509
$5.82M 0.03%
65,293
-36,230
510
$5.79M 0.03%
475,774
+5,477
511
$5.76M 0.03%
86,904
+27,797
512
$5.76M 0.03%
167,226
+15,735
513
$5.75M 0.03%
51,156
+19,825
514
$5.7M 0.03%
88,971
-47,912
515
$5.68M 0.03%
64,075
+8,434
516
$5.67M 0.03%
81,769
+4,654
517
$5.66M 0.03%
65,400
+3,166
518
$5.66M 0.03%
41,937
+6,276
519
$5.65M 0.03%
117,319
-4,440
520
$5.63M 0.03%
125,851
+5,185
521
$5.63M 0.03%
264,053
+28,779
522
$5.61M 0.03%
46,521
-3,578
523
$5.57M 0.03%
246,716
+25,854
524
$5.55M 0.03%
353,014
-14,297
525
$5.49M 0.03%
122,058
+6,057
19 20
21
22 23