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
1401
$1.02M ﹤0.01%
42,923
+1,944
1402
$1.02M ﹤0.01%
61,349
+25,752
1403
$1.02M ﹤0.01%
46,038
+18,969
1404
$1.01M ﹤0.01%
56,946
+562
1405
$1.01M ﹤0.01%
27,579
+1,843
1406
$1.01M ﹤0.01%
167,528
+697
1407
$1.01M ﹤0.01%
9,545
+2,923
1408
$1.01M ﹤0.01%
17,354
-1,136
1409
$1.01M ﹤0.01%
20,975
+3,600
1410
$1M ﹤0.01%
26,627
-378
1411
$1M ﹤0.01%
48,845
+13,389
1412
$1M ﹤0.01%
40,058
+41
1413
$999K ﹤0.01%
15,906
+803
1414
$997K ﹤0.01%
33,429
+790
1415
$995K ﹤0.01%
+38,090
1416
$991K ﹤0.01%
24,381
-867
1417
$991K ﹤0.01%
20,006
+632
1418
$989K ﹤0.01%
6,336
+51
1419
$988K ﹤0.01%
22,325
+1,370
1420
$986K ﹤0.01%
98,004
+46,425
1421
$984K ﹤0.01%
47,491
-8,233
1422
$983K ﹤0.01%
113,023
-14,760
1423
$982K ﹤0.01%
+10,265
1424
$982K ﹤0.01%
30,417
-732
1425
$980K ﹤0.01%
8,910
+1,124
55 56
57
58 59