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
1451
$941K ﹤0.01%
71,968
-903
1452
$941K ﹤0.01%
15,040
-9,812
1453
$940K ﹤0.01%
11,539
-3,463
1454
$935K ﹤0.01%
9,463
+135
1455
$934K ﹤0.01%
69,178
+13,301
1456
$934K ﹤0.01%
+26,804
1457
$932K ﹤0.01%
9,875
-26,244
1458
$932K ﹤0.01%
17,652
-3,825
1459
$929K ﹤0.01%
42,380
-2,962
1460
$928K ﹤0.01%
19,417
+25
1461
$928K ﹤0.01%
106,709
-17,947
1462
$927K ﹤0.01%
8,541
+5,151
1463
$927K ﹤0.01%
28,975
-8,933
1464
$927K ﹤0.01%
15,968
-422
1465
$925K ﹤0.01%
+21,462
1466
$924K ﹤0.01%
39,579
+219
1467
$922K ﹤0.01%
91,306
+6,635
1468
$922K ﹤0.01%
102,056
+317
1469
$922K ﹤0.01%
+100,958
1470
$917K ﹤0.01%
33,935
+8,572
1471
$917K ﹤0.01%
47,943
+3,442
1472
$912K ﹤0.01%
35,145
+77
1473
$911K ﹤0.01%
+11,156
1474
$910K ﹤0.01%
13,210
+5,029
1475
$909K ﹤0.01%
96,081
+3,700
57 58
59
60 61