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
901
$1.93M 0.01%
13,474
+395
902
$1.92M 0.01%
5,646
+1,107
903
$1.92M 0.01%
22,956
+646
904
$1.92M 0.01%
43,456
+2,675
905
$1.91M 0.01%
93,810
+1,890
906
$1.91M 0.01%
35,822
+12,266
907
$1.91M 0.01%
82,579
+12,028
908
$1.91M 0.01%
30,776
+5,288
909
$1.91M 0.01%
3,242
+1,333
910
$1.91M 0.01%
55,380
+41,154
911
$1.9M 0.01%
278,264
-6,179
912
$1.9M 0.01%
132,143
+9,321
913
$1.9M 0.01%
+64,266
914
$1.89M 0.01%
25,054
+1,175
915
$1.89M 0.01%
24,768
+786
916
$1.88M 0.01%
51,380
+1,185
917
$1.88M 0.01%
8,537
-8,452
918
$1.87M 0.01%
74,108
+6,675
919
$1.87M 0.01%
45,190
-5,000
920
$1.87M 0.01%
56,405
-5,541
921
$1.86M 0.01%
32,303
+9,465
922
$1.86M 0.01%
69,180
-9,660
923
$1.85M 0.01%
14,771
-177
924
$1.85M 0.01%
38,983
+3,082
925
$1.85M 0.01%
40,376
-1,142,928
35 36
37
38 39