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
2501
$165K ﹤0.01%
+11,312
2502
$163K ﹤0.01%
12,191
+1,165
2503
$161K ﹤0.01%
29,010
+18,496
2504
$159K ﹤0.01%
11,951
-1,123
2505
$159K ﹤0.01%
18,319
-2,118
2506
$158K ﹤0.01%
13,773
+1,028
2507
$156K ﹤0.01%
24,842
+2,752
2508
$155K ﹤0.01%
+10,120
2509
$154K ﹤0.01%
2,228
+244
2510
$152K ﹤0.01%
12,527
+68
2511
$152K ﹤0.01%
+10,005
2512
$151K ﹤0.01%
11,193
-1,848
2513
$148K ﹤0.01%
12,200
2514
$147K ﹤0.01%
15,163
2515
$145K ﹤0.01%
120,198
2516
$145K ﹤0.01%
40,329
+3,765
2517
$144K ﹤0.01%
15,737
-10,981
2518
$143K ﹤0.01%
14,414
2519
$142K ﹤0.01%
13,596
+1,711
2520
$141K ﹤0.01%
13,718
+902
2521
$140K ﹤0.01%
16,993
-5,816
2522
$140K ﹤0.01%
12,000
2523
$139K ﹤0.01%
25,506
+1,823
2524
$139K ﹤0.01%
12,025
-20,620
2525
$138K ﹤0.01%
32,056
+5,415
99 100
101
102 103