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
1076
$1.31M 0.01%
88,209
-13,000
1077
$1.31M 0.01%
+51,249
1078
$1.3M 0.01%
21,740
+2,447
1079
$1.3M 0.01%
164,006
1080
$1.29M 0.01%
59,070
+15,874
1081
$1.28M 0.01%
4,512
-113
1082
$1.28M 0.01%
15,901
+885
1083
$1.28M 0.01%
37,967
+22,797
1084
$1.27M 0.01%
73,382
+4,221
1085
$1.27M 0.01%
35,199
-2,016
1086
$1.27M 0.01%
63,854
-7,765
1087
$1.27M 0.01%
26,457
-66,033
1088
$1.26M 0.01%
29,674
+1,950
1089
$1.26M 0.01%
46,210
+309
1090
$1.26M 0.01%
75,199
+2,893
1091
$1.26M 0.01%
40,815
+9,295
1092
$1.26M 0.01%
37,215
-3,180
1093
$1.26M 0.01%
18,520
-200
1094
$1.25M 0.01%
14,361
-735
1095
$1.25M 0.01%
+31,909
1096
$1.24M 0.01%
53,185
+506
1097
$1.24M 0.01%
32,650
+4,921
1098
$1.23M 0.01%
3,480
+109
1099
$1.22M 0.01%
129,345
+2,377
1100
$1.22M 0.01%
19,852
+1,428
42 43
44
45 46