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
1601
$745K ﹤0.01%
16,566
+4,162
1602
$744K ﹤0.01%
24,994
-2,069
1603
$744K ﹤0.01%
16,369
-5
1604
$744K ﹤0.01%
+27,081
1605
$743K ﹤0.01%
18,153
-24
1606
$742K ﹤0.01%
21,766
+753
1607
$742K ﹤0.01%
38,162
-12,692
1608
$740K ﹤0.01%
93,591
+43,383
1609
$738K ﹤0.01%
83,062
+4,114
1610
$738K ﹤0.01%
84,366
-8,352
1611
$735K ﹤0.01%
3,893
+316
1612
$734K ﹤0.01%
44,263
-13
1613
$727K ﹤0.01%
27,517
+9,365
1614
$727K ﹤0.01%
30,258
-25,499
1615
$726K ﹤0.01%
54,313
-28,210
1616
$724K ﹤0.01%
10,669
+305
1617
$721K ﹤0.01%
5,960
+2,258
1618
$720K ﹤0.01%
+14,381
1619
$720K ﹤0.01%
50,444
+18,401
1620
$719K ﹤0.01%
16,892
+4,409
1621
$718K ﹤0.01%
+16,322
1622
$717K ﹤0.01%
9,321
-1,000
1623
$717K ﹤0.01%
4,548
-166
1624
$716K ﹤0.01%
11,501
-11,639
1625
$715K ﹤0.01%
74,522
63 64
65
66 67