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
701
$3.22M 0.02%
60,770
+1,376
702
$3.22M 0.02%
164,696
-535
703
$3.21M 0.02%
56,044
+1,090
704
$3.2M 0.02%
45,773
+1,379
705
$3.19M 0.02%
30,610
+36
706
$3.18M 0.02%
55,681
-2,891
707
$3.18M 0.02%
71,691
+27,150
708
$3.15M 0.02%
20,546
-272
709
$3.15M 0.02%
55,206
-11,717
710
$3.15M 0.02%
52,177
-58,318
711
$3.12M 0.02%
7,510
+3,697
712
$3.12M 0.02%
176,581
+38,829
713
$3.11M 0.02%
16,278
+2,633
714
$3.1M 0.02%
99,717
+7,815
715
$3.09M 0.02%
49,657
+5,368
716
$3.08M 0.02%
109,332
+6,306
717
$3.08M 0.02%
115,078
-4,295
718
$3.06M 0.01%
46,355
-2,774
719
$3.05M 0.01%
9,505
+5,024
720
$3.05M 0.01%
85,516
+456
721
$3.05M 0.01%
14,692
+2,013
722
$3.04M 0.01%
288,575
+11,150
723
$3.01M 0.01%
51,027
-1,257
724
$3.01M 0.01%
111,440
-3,140
725
$2.99M 0.01%
15,709
+38
27 28
29
30 31