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
2576
$70K ﹤0.01%
30,520
+1,820
2577
$70K ﹤0.01%
17,400
-750
2578
$70K ﹤0.01%
12,150
2579
$69K ﹤0.01%
13,349
+160
2580
$69K ﹤0.01%
10,000
2581
$68K ﹤0.01%
21,382
-212
2582
$68K ﹤0.01%
13,552
+1,978
2583
$66K ﹤0.01%
10,799
2584
$63K ﹤0.01%
+12,646
2585
$63K ﹤0.01%
15,656
-3,238
2586
$62K ﹤0.01%
10,000
2587
$60K ﹤0.01%
11,000
2588
$57K ﹤0.01%
+11,440
2589
$56K ﹤0.01%
47,034
-9,057
2590
$55K ﹤0.01%
+12,029
2591
$53K ﹤0.01%
35,007
-32,800
2592
$53K ﹤0.01%
11,736
-3,183
2593
$51K ﹤0.01%
14,786
2594
$47K ﹤0.01%
41,076
-4,737
2595
$46K ﹤0.01%
11,196
-1,646
2596
$46K ﹤0.01%
14,365
2597
$45K ﹤0.01%
2,355
2598
$43K ﹤0.01%
24,299
2599
$43K ﹤0.01%
20,000
2600
$43K ﹤0.01%
11,622
-1,626
102 103
104
105 106