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
1551
$805K ﹤0.01%
71,393
+20,641
1552
$803K ﹤0.01%
6,624
1553
$802K ﹤0.01%
23,022
+30
1554
$796K ﹤0.01%
+14,972
1555
$794K ﹤0.01%
29,661
+2,622
1556
$792K ﹤0.01%
24,557
-6,180
1557
$789K ﹤0.01%
39,989
-7,980
1558
$788K ﹤0.01%
28,900
-6,055
1559
$787K ﹤0.01%
21,197
-1,787
1560
$787K ﹤0.01%
51,676
+5,132
1561
$787K ﹤0.01%
+15,603
1562
$783K ﹤0.01%
5,452
-109
1563
$782K ﹤0.01%
9,025
-133
1564
$782K ﹤0.01%
16,698
+2,703
1565
$782K ﹤0.01%
68,383
+595
1566
$781K ﹤0.01%
43,981
+10,737
1567
$780K ﹤0.01%
20,981
-1,548
1568
$779K ﹤0.01%
61,680
+17,140
1569
$778K ﹤0.01%
30,564
-29,092
1570
$777K ﹤0.01%
+15,029
1571
$776K ﹤0.01%
3,758
+439
1572
$774K ﹤0.01%
53,873
+500
1573
$773K ﹤0.01%
33,592
+770
1574
$771K ﹤0.01%
8,870
+1,952
1575
$770K ﹤0.01%
2,555
+1,029
61 62
63
64 65