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
1101
$1.22M 0.01%
28,677
+971
1102
$1.22M 0.01%
20,022
-5,665
1103
$1.21M 0.01%
35,673
+5,254
1104
$1.21M 0.01%
6,156
-64
1105
$1.21M 0.01%
347,985
+34,606
1106
$1.21M 0.01%
42,842
+9,082
1107
$1.2M 0.01%
16,215
-7,311
1108
$1.2M 0.01%
1,045
+50
1109
$1.2M 0.01%
+36,375
1110
$1.19M 0.01%
+24,501
1111
$1.19M 0.01%
28,141
+9,534
1112
$1.19M 0.01%
4,814
+1,164
1113
$1.19M 0.01%
2,020
+94
1114
$1.19M 0.01%
48,516
+6,196
1115
$1.19M 0.01%
131,408
+4,946
1116
$1.18M 0.01%
53,908
+2,285
1117
$1.18M 0.01%
94,720
-6,508
1118
$1.17M 0.01%
20,850
-123
1119
$1.17M 0.01%
14,351
-3,781
1120
$1.17M 0.01%
6,688
+2,188
1121
$1.16M 0.01%
68,284
-1,084
1122
$1.16M 0.01%
63,694
+1,400
1123
$1.16M 0.01%
23,349
-3,482
1124
$1.16M 0.01%
79,133
+107
1125
$1.16M 0.01%
12,350
-621
43 44
45
46 47