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
1151
$1.09M 0.01%
17,089
+463
1152
$1.09M 0.01%
14,675
-16,878
1153
$1.08M 0.01%
21,607
-430
1154
$1.08M 0.01%
21,575
-11
1155
$1.08M 0.01%
45,624
-18,511
1156
$1.08M 0.01%
43,452
1157
$1.07M 0.01%
51,766
+266
1158
$1.07M 0.01%
12,247
-1,033
1159
$1.07M 0.01%
23,366
1160
$1.07M 0.01%
196,900
+2,300
1161
$1.06M 0.01%
11,165
-171
1162
$1.06M 0.01%
10,174
+359
1163
$1.06M 0.01%
+18,852
1164
$1.06M 0.01%
12,728
+9,193
1165
$1.05M 0.01%
17,775
+90
1166
$1.05M 0.01%
37,636
+6,181
1167
$1.05M 0.01%
+32,700
1168
$1.05M 0.01%
11,226
+2,047
1169
$1.04M 0.01%
30,020
+149
1170
$1.04M 0.01%
15,570
+1,196
1171
$1.04M 0.01%
42,632
+29,023
1172
$1.03M 0.01%
10,976
+13
1173
$1.03M 0.01%
60,244
+4,532
1174
$1.03M 0.01%
55,503
+22,655
1175
$1.03M 0.01%
28,035
-7,421
45 46
47
48 49