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
1476
$908K ﹤0.01%
111,599
+1,817
1477
$908K ﹤0.01%
17,515
-65
1478
$907K ﹤0.01%
46,590
-5,367
1479
$904K ﹤0.01%
+82,881
1480
$904K ﹤0.01%
5,732
-80
1481
$903K ﹤0.01%
6,964
-140
1482
$902K ﹤0.01%
13,358
-845
1483
$901K ﹤0.01%
19,021
+3,775
1484
$901K ﹤0.01%
+31,805
1485
$900K ﹤0.01%
20,464
-1,467
1486
$900K ﹤0.01%
19,615
-8,116
1487
$898K ﹤0.01%
55,314
-1,353
1488
$896K ﹤0.01%
7,845
-297
1489
$895K ﹤0.01%
16,367
1490
$891K ﹤0.01%
25,213
+11,918
1491
$890K ﹤0.01%
+4,823
1492
$888K ﹤0.01%
107,538
+2,110
1493
$886K ﹤0.01%
15,730
+337
1494
$881K ﹤0.01%
59,512
+15,066
1495
$881K ﹤0.01%
56,085
-14,328
1496
$876K ﹤0.01%
52,599
+16,807
1497
$872K ﹤0.01%
34,764
-4,765
1498
$872K ﹤0.01%
23,605
+1,692
1499
$870K ﹤0.01%
4,859
-50
1500
$870K ﹤0.01%
136,324
-1,440
58 59
60
61 62