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
2551
$108K ﹤0.01%
11,248
-3,195
2552
$105K ﹤0.01%
11,003
2553
$104K ﹤0.01%
10,000
2554
$103K ﹤0.01%
20,051
+1,193
2555
$100K ﹤0.01%
13,600
2556
$100K ﹤0.01%
10,817
-2,971
2557
$100K ﹤0.01%
10,027
-166
2558
$96K ﹤0.01%
19,684
2559
$95K ﹤0.01%
+23,788
2560
$94K ﹤0.01%
11,147
-4,929
2561
$93K ﹤0.01%
10,760
-2,149
2562
$91K ﹤0.01%
+11,959
2563
$91K ﹤0.01%
15,000
-2,000
2564
$90K ﹤0.01%
11,965
2565
$90K ﹤0.01%
22,900
+4,000
2566
$89K ﹤0.01%
15,909
-5,782
2567
$89K ﹤0.01%
10,267
2568
$87K ﹤0.01%
11,727
-828
2569
$84K ﹤0.01%
11,600
2570
$84K ﹤0.01%
15,376
-1,029
2571
$82K ﹤0.01%
15,100
+100
2572
$81K ﹤0.01%
15,500
2573
$81K ﹤0.01%
+11,600
2574
$81K ﹤0.01%
34,314
-4,250
2575
$78K ﹤0.01%
681
-26
101 102
103
104 105