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
951
$1.74M 0.01%
33,869
+5,571
952
$1.73M 0.01%
72,732
+51,335
953
$1.73M 0.01%
60,284
-12,668
954
$1.73M 0.01%
17,756
+12,373
955
$1.72M 0.01%
21,107
+10,163
956
$1.72M 0.01%
68,784
+5,311
957
$1.72M 0.01%
50,311
+31,755
958
$1.71M 0.01%
32,642
-208
959
$1.71M 0.01%
78,594
+10,974
960
$1.71M 0.01%
151,000
961
$1.7M 0.01%
107,246
+46,144
962
$1.7M 0.01%
17,299
+4,574
963
$1.7M 0.01%
20,743
-427
964
$1.69M 0.01%
30,917
+1,482
965
$1.69M 0.01%
23,380
-2,401
966
$1.69M 0.01%
4,976
+2,843
967
$1.69M 0.01%
53,422
-27,222
968
$1.68M 0.01%
15,974
+464
969
$1.67M 0.01%
31,740
970
$1.67M 0.01%
71,289
+8,997
971
$1.66M 0.01%
13,625
+6,732
972
$1.66M 0.01%
36,812
+839
973
$1.65M 0.01%
9,064
+988
974
$1.65M 0.01%
+33,951
975
$1.65M 0.01%
23,554
-4,352
37 38
39
40 41