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
851
$2.19M 0.01%
114,712
+12,292
852
$2.19M 0.01%
73,693
-70,595
853
$2.18M 0.01%
15,530
-1,532
854
$2.17M 0.01%
15,858
-450
855
$2.16M 0.01%
64,455
-1,043
856
$2.15M 0.01%
27,997
-36
857
$2.12M 0.01%
40,917
+30,200
858
$2.12M 0.01%
12,245
+3,622
859
$2.12M 0.01%
275,660
+35,923
860
$2.11M 0.01%
15,200
-1,634
861
$2.11M 0.01%
11,917
+6,340
862
$2.11M 0.01%
35,561
-880
863
$2.1M 0.01%
25,077
+641
864
$2.1M 0.01%
11,891
-727
865
$2.1M 0.01%
11,478
-28,784
866
$2.09M 0.01%
19,713
+45
867
$2.08M 0.01%
27,129
-3,585
868
$2.08M 0.01%
50,297
+664
869
$2.08M 0.01%
26,211
+14,784
870
$2.06M 0.01%
44,728
+579
871
$2.06M 0.01%
24,236
+1,602
872
$2.05M 0.01%
42,044
-89
873
$2.05M 0.01%
21,806
+2,109
874
$2.05M 0.01%
15,118
-56,528
875
$2.04M 0.01%
87,491
+40,168
33 34
35
36 37