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
626
$3.99M 0.02%
48,093
+19,955
627
$3.98M 0.02%
48,400
-39,910
628
$3.97M 0.02%
37,886
+37
629
$3.96M 0.02%
43,203
+59
630
$3.94M 0.02%
64,274
-12,291
631
$3.92M 0.02%
52,416
-2,769
632
$3.92M 0.02%
39,430
+1,446
633
$3.9M 0.02%
151,048
-138,292
634
$3.89M 0.02%
39,942
+3,137
635
$3.88M 0.02%
155,467
+83,055
636
$3.88M 0.02%
341,796
-3,397
637
$3.86M 0.02%
+155,724
638
$3.85M 0.02%
272,851
+6,952
639
$3.85M 0.02%
79,666
-1,549
640
$3.84M 0.02%
43,558
+5,465
641
$3.83M 0.02%
67,804
+34,598
642
$3.82M 0.02%
853,318
+86,340
643
$3.81M 0.02%
143,015
-2,606
644
$3.78M 0.02%
144,690
+14,289
645
$3.78M 0.02%
32,469
-142
646
$3.77M 0.02%
300,924
+37,833
647
$3.74M 0.02%
99,464
+11,430
648
$3.72M 0.02%
12,937
-1,043
649
$3.72M 0.02%
73,651
-512
650
$3.7M 0.02%
37,530
+29,762
24 25
26
27 28