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
1051
$1.37M 0.01%
144,489
+2,346
1052
$1.36M 0.01%
10,109
-101
1053
$1.36M 0.01%
139,656
+50
1054
$1.35M 0.01%
83,721
+36
1055
$1.35M 0.01%
26,838
-1,822
1056
$1.35M 0.01%
26,760
-1,190
1057
$1.35M 0.01%
+32,677
1058
$1.34M 0.01%
15,230
-18,452
1059
$1.34M 0.01%
23,228
+305
1060
$1.34M 0.01%
25,647
-16,230
1061
$1.34M 0.01%
43,685
+6,641
1062
$1.34M 0.01%
20,437
+264
1063
$1.34M 0.01%
8,126
-713
1064
$1.34M 0.01%
50,896
-13,988
1065
$1.33M 0.01%
22,431
-12,136
1066
$1.33M 0.01%
9,273
-1,866
1067
$1.33M 0.01%
21,193
-2,793
1068
$1.33M 0.01%
55,128
-752
1069
$1.33M 0.01%
34,914
+1,076
1070
$1.32M 0.01%
52,128
+18,764
1071
$1.32M 0.01%
26,623
-1,618
1072
$1.32M 0.01%
26,714
+5,800
1073
$1.32M 0.01%
+34,323
1074
$1.32M 0.01%
67,342
+3,353
1075
$1.31M 0.01%
49,359
+16,252
41 42
43
44 45