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
776
$2.63M 0.01%
11,329
-1,298
777
$2.62M 0.01%
151,262
+105,674
778
$2.62M 0.01%
40,015
-7,458
779
$2.62M 0.01%
52,145
+6,169
780
$2.61M 0.01%
73,210
+3,066
781
$2.6M 0.01%
43,330
-167
782
$2.6M 0.01%
22,443
+3,740
783
$2.58M 0.01%
20,510
+1,474
784
$2.58M 0.01%
180,414
+8,239
785
$2.57M 0.01%
6,475
+163
786
$2.56M 0.01%
53,276
+34,788
787
$2.5M 0.01%
143,878
-2,300
788
$2.5M 0.01%
75,534
+40,699
789
$2.5M 0.01%
27,504
+20
790
$2.49M 0.01%
111,958
+20,749
791
$2.49M 0.01%
230,800
+97,169
792
$2.47M 0.01%
92,570
+7,950
793
$2.46M 0.01%
48,231
+6,071
794
$2.46M 0.01%
36,274
-28,951
795
$2.46M 0.01%
+28,955
796
$2.46M 0.01%
19,306
+650
797
$2.44M 0.01%
64,052
-2,910
798
$2.44M 0.01%
144,491
-3,234
799
$2.43M 0.01%
76,353
-78,115
800
$2.43M 0.01%
47,857
+35,943
30 31
32
33 34