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
1526
$840K ﹤0.01%
10,501
+398
1527
$837K ﹤0.01%
+37,605
1528
$837K ﹤0.01%
+115,078
1529
$835K ﹤0.01%
86,396
+11,041
1530
$832K ﹤0.01%
12,855
+8,632
1531
$830K ﹤0.01%
9,365
-397
1532
$829K ﹤0.01%
38,297
-217
1533
$829K ﹤0.01%
100,350
+5,000
1534
$826K ﹤0.01%
+24,330
1535
$825K ﹤0.01%
35,390
1536
$824K ﹤0.01%
32,705
-3,150
1537
$823K ﹤0.01%
8,904
+862
1538
$821K ﹤0.01%
+2,166
1539
$821K ﹤0.01%
24,121
-1,100
1540
$820K ﹤0.01%
177,456
+94,300
1541
$818K ﹤0.01%
64,029
-63,219
1542
$818K ﹤0.01%
28,577
-3,285
1543
$817K ﹤0.01%
61,156
+4,900
1544
$816K ﹤0.01%
12,540
+1,272
1545
$815K ﹤0.01%
12,082
-236
1546
$813K ﹤0.01%
44,906
-6,229
1547
$813K ﹤0.01%
45,288
+583
1548
$812K ﹤0.01%
+12,300
1549
$810K ﹤0.01%
5,622
+4
1550
$808K ﹤0.01%
24,636
+11,679
60 61
62
63 64