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
651
$3.69M 0.02%
127,879
-1,489
652
$3.69M 0.02%
144,717
+9,363
653
$3.68M 0.02%
26,240
+622
654
$3.66M 0.02%
72,428
-34,589
655
$3.66M 0.02%
72,897
-21,463
656
$3.64M 0.02%
14,796
+6,330
657
$3.64M 0.02%
39,706
+10,507
658
$3.62M 0.02%
172,272
+32,160
659
$3.62M 0.02%
193,301
+540
660
$3.61M 0.02%
115,630
+46,714
661
$3.59M 0.02%
31,328
+1,795
662
$3.58M 0.02%
131,328
+32,157
663
$3.57M 0.02%
26,918
-477
664
$3.57M 0.02%
49,217
+30,313
665
$3.56M 0.02%
63,651
-2,562
666
$3.56M 0.02%
72,784
-4,006
667
$3.55M 0.02%
144,128
+36,764
668
$3.53M 0.02%
150,829
-24,127
669
$3.53M 0.02%
49,301
-5,087
670
$3.53M 0.02%
379,109
+13,555
671
$3.52M 0.02%
59,319
+4,570
672
$3.52M 0.02%
144,285
+4,100
673
$3.52M 0.02%
167,711
-1,721
674
$3.49M 0.02%
61,540
-1,045
675
$3.49M 0.02%
88,242
+168
25 26
27
28 29