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
1976
$239K ﹤0.01%
2,942
-1,231
1977
$239K ﹤0.01%
9,736
1978
$237K ﹤0.01%
2,759
-1,693
1979
$236K ﹤0.01%
+4,635
1980
$236K ﹤0.01%
1,709
-228
1981
$236K ﹤0.01%
13,105
-235
1982
$236K ﹤0.01%
+4,070
1983
$236K ﹤0.01%
+1,770
1984
$235K ﹤0.01%
5,335
+840
1985
$235K ﹤0.01%
+5,492
1986
$235K ﹤0.01%
+13,694
1987
$234K ﹤0.01%
2,356
-15
1988
$234K ﹤0.01%
4,024
1989
$233K ﹤0.01%
+1,755
1990
$233K ﹤0.01%
338
-6
1991
$233K ﹤0.01%
6,725
-250
1992
$232K ﹤0.01%
+1,716
1993
$232K ﹤0.01%
2,651
-25,539
1994
$231K ﹤0.01%
+1,614
1995
$231K ﹤0.01%
+5,306
1996
$231K ﹤0.01%
+826
1997
$231K ﹤0.01%
+3,045
1998
$230K ﹤0.01%
+3,981
1999
$230K ﹤0.01%
10,578
-804
2000
$230K ﹤0.01%
23,454
-800
78 79
80
81 82