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Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $40.4B
1-Year Est. Return 21.3%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.3%
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
+$853M
2
+$265M
3
+$254M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$159M
5
RTX icon
RTX Corp
RTX
+$129M

Top Sells

1
+$85.1M
2
+$43.6M
3
+$30.8M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$22.7M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$17.7M

Sector Composition

1 Technology 12.19%
2 Healthcare 7.18%
3 Financials 6.98%
4 Industrials 6.38%
5 Consumer Discretionary 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2701
– –
-33,838
2702
– –
-41,918
2703
– –
-87,502
2704
– –
-103,314
2705
– –
-24,482
2706
– –
-1,250
2707
– –
-2,500
2708
– –
-2,543
2709
– –
-7,067
2710
– –
-1,000
2711
– –
-13,251
2712
– –
-4,562
2713
– –
-10,282
2714
– –
-15,091
2715
– –
-28,206
2716
– –
-7,648
2717
– –
-5,535
2718
– –
-92
2719
– –
-29,251
2720
– –
-13,075
2721
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-17,123
2722
– –
-20,926
2723
– –
-8,825
2724
– –
-89,851
2725
– –
-23,000
107 108
109
110 111