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
676
$3.48M 0.02%
111,064
+29,879
677
$3.48M 0.02%
72,558
+11,812
678
$3.47M 0.02%
47,618
+6,432
679
$3.46M 0.02%
59,577
+22,033
680
$3.44M 0.02%
65,955
-5,219
681
$3.43M 0.02%
196,571
+18,842
682
$3.4M 0.02%
31,267
+10,197
683
$3.4M 0.02%
197,157
-7,926
684
$3.39M 0.02%
51,429
-2,577
685
$3.39M 0.02%
99,598
-120
686
$3.38M 0.02%
154,679
-5,348
687
$3.37M 0.02%
10,038
+1,699
688
$3.35M 0.02%
42,894
+6,033
689
$3.34M 0.02%
44,986
-264
690
$3.33M 0.02%
2,264
-124
691
$3.33M 0.02%
85,383
-13,229
692
$3.31M 0.02%
30,933
+1,109
693
$3.29M 0.02%
222,194
-3,826
694
$3.29M 0.02%
102,558
-14,656
695
$3.28M 0.02%
75,745
+2,491
696
$3.28M 0.02%
429,987
+196,687
697
$3.28M 0.02%
49,639
+33,642
698
$3.27M 0.02%
136,916
+63,631
699
$3.26M 0.02%
87,036
+36,785
700
$3.23M 0.02%
64,904
+4,694
26 27
28
29 30