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
2601
$42K ﹤0.01%
+11,067
2602
$41K ﹤0.01%
+1,333
2603
$39K ﹤0.01%
+13,552
2604
$39K ﹤0.01%
15,125
+1,216
2605
$37K ﹤0.01%
+833
2606
$35K ﹤0.01%
455
-56
2607
$31K ﹤0.01%
+10,000
2608
$28K ﹤0.01%
30,000
2609
$28K ﹤0.01%
1,593
-10
2610
$27K ﹤0.01%
17,343
+2,856
2611
$26K ﹤0.01%
11,633
-13,959
2612
$26K ﹤0.01%
14,410
2613
$22K ﹤0.01%
+8,415
2614
$19K ﹤0.01%
1,147
-133
2615
$19K ﹤0.01%
816
2616
$19K ﹤0.01%
20,588
2617
$18K ﹤0.01%
667
2618
$17K ﹤0.01%
231
2619
$14K ﹤0.01%
12,700
2620
$14K ﹤0.01%
12,505
-1,800
2621
$13K ﹤0.01%
+1,250
2622
$11K ﹤0.01%
733
-265
2623
$10K ﹤0.01%
47
-8
2624
$9K ﹤0.01%
+1,250
2625
$6K ﹤0.01%
1,605
-96
103 104
105
106 107