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
726
$2.98M 0.01%
9,097
+702
727
$2.98M 0.01%
119,821
-4,539
728
$2.97M 0.01%
61,666
-7,423
729
$2.96M 0.01%
110,612
-9,312
730
$2.96M 0.01%
116,933
+22,678
731
$2.96M 0.01%
36,810
-464
732
$2.95M 0.01%
54,759
+1,574
733
$2.93M 0.01%
38,051
-1,934
734
$2.93M 0.01%
105,242
+23,368
735
$2.93M 0.01%
16,273
-1,922
736
$2.92M 0.01%
46,034
-9,435
737
$2.9M 0.01%
112,776
+52,557
738
$2.9M 0.01%
23,632
+588
739
$2.9M 0.01%
20,684
-579
740
$2.9M 0.01%
21,369
+358
741
$2.89M 0.01%
20,982
+2,480
742
$2.89M 0.01%
7,744
+2,414
743
$2.89M 0.01%
7,804
+981
744
$2.88M 0.01%
79,353
+14,598
745
$2.87M 0.01%
20,334
-282
746
$2.86M 0.01%
43,671
+708
747
$2.86M 0.01%
112,388
+15,343
748
$2.86M 0.01%
70,910
+56,263
749
$2.86M 0.01%
+98,317
750
$2.83M 0.01%
56,107
+19,151
28 29
30
31 32