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
$28.7B
AUM Growth
+$4.17B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,782
New
Increased
Reduced
Closed

Top Buys

1
+$949M
2
+$302M
3
+$279M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$166M
5
RTX icon
RTX Corp
RTX
+$129M

Top Sells

1
+$93.8M
2
+$43.4M
3
+$32.9M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$23.7M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$18.4M

Sector Composition

1 Technology 12.19%
2 Healthcare 7.18%
3 Financials 6.98%
4 Industrials 6.34%
5 Consumer Discretionary 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2476
$185K ﹤0.01%
16,331
-2,083
2477
$185K ﹤0.01%
10,000
2478
$184K ﹤0.01%
28,859
-33,516
2479
$182K ﹤0.01%
12,979
+1,629
2480
$181K ﹤0.01%
+16,983
2481
$179K ﹤0.01%
12,025
-3,540
2482
$179K ﹤0.01%
17,572
-9,224
2483
$179K ﹤0.01%
12,874
2484
$177K ﹤0.01%
12,172
+145
2485
$177K ﹤0.01%
20,910
2486
$176K ﹤0.01%
10,387
-13,696
2487
$175K ﹤0.01%
21,808
+3
2488
$175K ﹤0.01%
26,450
2489
$174K ﹤0.01%
15,019
-443
2490
$173K ﹤0.01%
13,985
+15
2491
$173K ﹤0.01%
+15,006
2492
$172K ﹤0.01%
+18,000
2493
$171K ﹤0.01%
58,295
-400
2494
$171K ﹤0.01%
53,603
-15,237
2495
$170K ﹤0.01%
14,834
-4,990
2496
$169K ﹤0.01%
+16,680
2497
$169K ﹤0.01%
14,509
+9
2498
$168K ﹤0.01%
17,000
-3,223
2499
$167K ﹤0.01%
13,708
2500
$165K ﹤0.01%
13,939
-1,555
98 99
100
101 102