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
1501
$869K ﹤0.01%
18,620
+8,449
1502
$869K ﹤0.01%
10,646
-92
1503
$867K ﹤0.01%
8,532
-1,468
1504
$866K ﹤0.01%
23,507
+11,684
1505
$866K ﹤0.01%
4,750
-5,621
1506
$862K ﹤0.01%
+71,097
1507
$861K ﹤0.01%
30,029
-1,416
1508
$860K ﹤0.01%
16,240
+5,839
1509
$860K ﹤0.01%
7,509
-3,994
1510
$859K ﹤0.01%
+62,783
1511
$859K ﹤0.01%
15,204
+1,456
1512
$857K ﹤0.01%
4,929
+1,542
1513
$857K ﹤0.01%
48,902
-7,178
1514
$856K ﹤0.01%
31,930
+25,045
1515
$855K ﹤0.01%
27,417
-16,445
1516
$854K ﹤0.01%
13,401
-941
1517
$854K ﹤0.01%
8,978
+390
1518
$851K ﹤0.01%
29,137
+5,441
1519
$851K ﹤0.01%
128,807
-248
1520
$851K ﹤0.01%
29,144
+3,102
1521
$847K ﹤0.01%
30,987
+550
1522
$845K ﹤0.01%
8,871
+964
1523
$842K ﹤0.01%
48,116
+2,100
1524
$842K ﹤0.01%
+13,281
1525
$840K ﹤0.01%
29,415
-6,190
59 60
61
62 63