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
1001
$1.54M 0.01%
130,453
-3,864
1002
$1.54M 0.01%
8,791
+125
1003
$1.53M 0.01%
16,313
-1,642
1004
$1.53M 0.01%
17,015
+3,885
1005
$1.53M 0.01%
14,803
+7,770
1006
$1.53M 0.01%
33,432
+28,369
1007
$1.52M 0.01%
60,795
+24,375
1008
$1.52M 0.01%
5,086
-82
1009
$1.51M 0.01%
54,914
+13,013
1010
$1.51M 0.01%
51,047
+736
1011
$1.51M 0.01%
26,841
-30,904
1012
$1.5M 0.01%
21,872
+8,435
1013
$1.5M 0.01%
22,292
-25,920
1014
$1.5M 0.01%
34,389
+5,698
1015
$1.5M 0.01%
36,873
-1,880
1016
$1.49M 0.01%
20,787
+13,330
1017
$1.49M 0.01%
10,427
+26
1018
$1.48M 0.01%
304,539
+44,543
1019
$1.48M 0.01%
43,247
-129
1020
$1.48M 0.01%
34,465
+3,110
1021
$1.48M 0.01%
65,362
+4,523
1022
$1.47M 0.01%
+14,728
1023
$1.47M 0.01%
40,452
-2,794
1024
$1.47M 0.01%
90,544
+2,168
1025
$1.46M 0.01%
14,402
+1,401
39 40
41
42 43