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
2026
$215K ﹤0.01%
+2,550
2027
$214K ﹤0.01%
+3,632
2028
$213K ﹤0.01%
9,600
2029
$212K ﹤0.01%
+2,741
2030
$212K ﹤0.01%
17,219
-233
2031
$210K ﹤0.01%
17,060
+5,260
2032
$210K ﹤0.01%
6,920
2033
$209K ﹤0.01%
+10,293
2034
$209K ﹤0.01%
+2,824
2035
$209K ﹤0.01%
+2,318
2036
$208K ﹤0.01%
11,254
-10,778
2037
$207K ﹤0.01%
+4,790
2038
$207K ﹤0.01%
12,935
+1,642
2039
$207K ﹤0.01%
+2,185
2040
$206K ﹤0.01%
8,775
-488
2041
$206K ﹤0.01%
44,344
-1,916
2042
$206K ﹤0.01%
+5,366
2043
$206K ﹤0.01%
29,791
-2,700
2044
$204K ﹤0.01%
+4,429
2045
$204K ﹤0.01%
25,460
2046
$204K ﹤0.01%
+19,855
2047
$203K ﹤0.01%
+3,450
2048
$203K ﹤0.01%
3,304
-231
2049
$203K ﹤0.01%
+975
2050
$203K ﹤0.01%
14,638
+7
80 81
82
83 84