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
1126
$1.16M 0.01%
+310,808
1127
$1.15M 0.01%
8,641
+547
1128
$1.15M 0.01%
17,682
-39
1129
$1.15M 0.01%
32,657
+3,327
1130
$1.15M 0.01%
4,643
-326
1131
$1.15M 0.01%
37,845
-2,535
1132
$1.14M 0.01%
35,601
-5,889
1133
$1.14M 0.01%
76,901
+63,942
1134
$1.13M 0.01%
72,003
+10,658
1135
$1.13M 0.01%
41,892
+22,452
1136
$1.13M 0.01%
88,127
+2,497
1137
$1.12M 0.01%
55,583
-9,709
1138
$1.12M 0.01%
20,043
+5,347
1139
$1.12M 0.01%
+30,427
1140
$1.11M 0.01%
+80,007
1141
$1.11M 0.01%
28,884
-1,365
1142
$1.11M 0.01%
+32,187
1143
$1.11M 0.01%
25,603
+4,029
1144
$1.1M 0.01%
+48,854
1145
$1.1M 0.01%
58,692
+988
1146
$1.1M 0.01%
3,702
-551
1147
$1.1M 0.01%
59,324
+17,503
1148
$1.1M 0.01%
8,192
-27,898
1149
$1.09M 0.01%
34,975
+14,138
1150
$1.09M 0.01%
15,969
+8,482
44 45
46
47 48