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
251
$14.2M 0.07%
96,853
+1,289
252
$14M 0.07%
271,547
+171,683
253
$14M 0.07%
555,078
-30,102
254
$13.9M 0.07%
83,892
+2,784
255
$13.9M 0.07%
241,583
+9,470
256
$13.8M 0.07%
44,746
-7,593
257
$13.8M 0.07%
74,455
-5,796
258
$13.7M 0.07%
91,361
+38,709
259
$13.6M 0.07%
553,149
+88,628
260
$13.6M 0.07%
256,746
-5,490
261
$13.6M 0.07%
66,918
-12,118
262
$13.5M 0.07%
244,224
-12,798
263
$13.5M 0.07%
50,835
+22,255
264
$13.5M 0.07%
153,539
+25,009
265
$13.5M 0.07%
414,724
+11,811
266
$13.5M 0.07%
47,823
+30,041
267
$13.4M 0.07%
197,723
+16,119
268
$13.4M 0.07%
187,443
-1,617
269
$13.4M 0.07%
223,548
+75,875
270
$13.4M 0.07%
207,375
+5,859
271
$13.4M 0.06%
618,419
+70,133
272
$13.4M 0.06%
293,318
-18,190
273
$13.3M 0.06%
58,744
+4,543
274
$13.2M 0.06%
144,960
+6,673
275
$13.2M 0.06%
167,235
-8,425
9 10
11
12 13