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
576
$4.67M 0.02%
152,722
+20,396
577
$4.65M 0.02%
25,587
-3,733
578
$4.63M 0.02%
+188,586
579
$4.63M 0.02%
+98,616
580
$4.63M 0.02%
111,217
-10,261
581
$4.62M 0.02%
41,951
+4,618
582
$4.61M 0.02%
49,163
+1,505
583
$4.6M 0.02%
21,008
+4,778
584
$4.6M 0.02%
124,352
+31,482
585
$4.57M 0.02%
95,633
+3,159
586
$4.57M 0.02%
53,707
+7,242
587
$4.56M 0.02%
85,314
+3,188
588
$4.56M 0.02%
55,651
+1,692
589
$4.56M 0.02%
111,275
-2,606
590
$4.53M 0.02%
113,607
+2,359
591
$4.52M 0.02%
34,545
-40,783
592
$4.48M 0.02%
175,436
+8,332
593
$4.48M 0.02%
273,240
+34,628
594
$4.46M 0.02%
47,002
-2,681
595
$4.46M 0.02%
42,245
+2,461
596
$4.46M 0.02%
57,508
-2,116
597
$4.45M 0.02%
60,079
+4,769
598
$4.45M 0.02%
41,103
-2,011
599
$4.43M 0.02%
51,353
-35,987
600
$4.42M 0.02%
82,771
+1,128
22 23
24
25 26