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
551
$5.09M 0.02%
73,857
+3,145
552
$5.08M 0.02%
55,108
-3,264
553
$5.07M 0.02%
155,032
-21,524
554
$5.04M 0.02%
40,235
+21,719
555
$5.03M 0.02%
365,337
+77,321
556
$5.02M 0.02%
59,726
+1,226
557
$5M 0.02%
37,861
-9,642
558
$4.97M 0.02%
15,758
+2,175
559
$4.85M 0.02%
31,213
+564
560
$4.85M 0.02%
38,103
+1,232
561
$4.85M 0.02%
77,793
-7,907
562
$4.83M 0.02%
72,666
-22,068
563
$4.83M 0.02%
138,158
-192,969
564
$4.8M 0.02%
37,461
+13,053
565
$4.78M 0.02%
180,055
+70,477
566
$4.78M 0.02%
94,318
+34,697
567
$4.77M 0.02%
31,468
-57
568
$4.77M 0.02%
137,458
+5,763
569
$4.76M 0.02%
77,555
+73,725
570
$4.76M 0.02%
260,000
+41,823
571
$4.75M 0.02%
17,284
+10,534
572
$4.75M 0.02%
71,061
-859
573
$4.74M 0.02%
74,477
+6,162
574
$4.74M 0.02%
118,988
+47,754
575
$4.67M 0.02%
52,138
-9,756
21 22
23
24 25