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
801
$2.4M 0.01%
19,004
-564
802
$2.4M 0.01%
98,913
+9,003
803
$2.4M 0.01%
87,239
+13,492
804
$2.38M 0.01%
47,145
-3,585
805
$2.37M 0.01%
49,421
+441
806
$2.36M 0.01%
57,175
+225
807
$2.35M 0.01%
43,773
+2,300
808
$2.35M 0.01%
36,928
+32,727
809
$2.35M 0.01%
94,739
+37,132
810
$2.35M 0.01%
68,704
+1,862
811
$2.34M 0.01%
+249,700
812
$2.34M 0.01%
33,976
+4,956
813
$2.33M 0.01%
+52,945
814
$2.32M 0.01%
64,585
-5,362
815
$2.31M 0.01%
23,420
+1
816
$2.31M 0.01%
45,036
+4,495
817
$2.3M 0.01%
62,621
-579
818
$2.3M 0.01%
114,165
+93,442
819
$2.29M 0.01%
35,196
+291
820
$2.29M 0.01%
46,518
+2,389
821
$2.29M 0.01%
+81,202
822
$2.29M 0.01%
43,060
+3,409
823
$2.28M 0.01%
9,185
+2,101
824
$2.28M 0.01%
106,315
-1,133
825
$2.28M 0.01%
71,746
+4,683
31 32
33
34 35