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
2526
$137K ﹤0.01%
17,789
+1,198
2527
$137K ﹤0.01%
14,325
2528
$137K ﹤0.01%
143,186
2529
$134K ﹤0.01%
13,807
-785,216
2530
$133K ﹤0.01%
40,000
2531
$132K ﹤0.01%
71,245
-28,595
2532
$130K ﹤0.01%
+10,265
2533
$128K ﹤0.01%
+5,358
2534
$128K ﹤0.01%
40,576
2535
$127K ﹤0.01%
11,484
+34
2536
$127K ﹤0.01%
+4,285
2537
$125K ﹤0.01%
12,206
2538
$125K ﹤0.01%
20,049
-800
2539
$124K ﹤0.01%
28,852
-2,000
2540
$123K ﹤0.01%
10,450
-350
2541
$120K ﹤0.01%
23,083
-462
2542
$120K ﹤0.01%
22,105
-2,825
2543
$119K ﹤0.01%
14,939
-1,275
2544
$118K ﹤0.01%
30,009
-89,906
2545
$118K ﹤0.01%
+11,640
2546
$114K ﹤0.01%
29,365
2547
$112K ﹤0.01%
+22,170
2548
$111K ﹤0.01%
+10,340
2549
$111K ﹤0.01%
13,417
-68
2550
$109K ﹤0.01%
15,094
-38,410
100 101
102
103 104