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
926
$1.84M 0.01%
16,620
-1,694
927
$1.83M 0.01%
35,039
+8,392
928
$1.83M 0.01%
16,143
+664
929
$1.83M 0.01%
18,287
+14,302
930
$1.81M 0.01%
63,645
-5,753
931
$1.81M 0.01%
8,378
-41
932
$1.81M 0.01%
73,117
-4,444
933
$1.8M 0.01%
79,711
+5,145
934
$1.8M 0.01%
101,874
+75,832
935
$1.8M 0.01%
10,096
-8,144
936
$1.79M 0.01%
13,623
-1,296
937
$1.79M 0.01%
124,924
-25,219
938
$1.78M 0.01%
63,874
+295
939
$1.78M 0.01%
47,513
+22,899
940
$1.78M 0.01%
83,950
-6,505
941
$1.78M 0.01%
39,133
+28,687
942
$1.77M 0.01%
14,956
-4,865
943
$1.77M 0.01%
32,087
-2,234
944
$1.77M 0.01%
7,912
+6,900
945
$1.76M 0.01%
46,386
+1,586
946
$1.75M 0.01%
17,032
-141
947
$1.74M 0.01%
6,686
+7
948
$1.74M 0.01%
121,398
+12,169
949
$1.74M 0.01%
72,717
+11,686
950
$1.74M 0.01%
7,582
+2,313
36 37
38
39 40