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
976
$1.65M 0.01%
23,678
+392
977
$1.63M 0.01%
11,282
+581
978
$1.62M 0.01%
34,786
+6,922
979
$1.62M 0.01%
27,218
-30,061
980
$1.62M 0.01%
176,350
+132,520
981
$1.62M 0.01%
8,970
+2,670
982
$1.61M 0.01%
14,423
+5,801
983
$1.61M 0.01%
+18,384
984
$1.61M 0.01%
3,840
-730
985
$1.61M 0.01%
32,712
+9,765
986
$1.6M 0.01%
17,384
+1,914
987
$1.6M 0.01%
12,833
-325
988
$1.59M 0.01%
28,900
+5,304
989
$1.59M 0.01%
19,566
-3,085
990
$1.59M 0.01%
192,135
+87,100
991
$1.57M 0.01%
57,614
+3,270
992
$1.57M 0.01%
4,258
+2,061
993
$1.56M 0.01%
10,603
+3,251
994
$1.56M 0.01%
11,188
+6,405
995
$1.56M 0.01%
115,785
+3,448
996
$1.56M 0.01%
165,777
+136,227
997
$1.55M 0.01%
56,229
+45,229
998
$1.55M 0.01%
8,043
+4,619
999
$1.55M 0.01%
17,299
+5,669
1000
$1.54M 0.01%
33,732
-1,907
38 39
40
41 42