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
1626
$714K ﹤0.01%
19,954
-1,800
1627
$712K ﹤0.01%
118,750
-10,000
1628
$711K ﹤0.01%
10,799
+50
1629
$709K ﹤0.01%
18,613
-2,777
1630
$708K ﹤0.01%
33,423
+1,555
1631
$708K ﹤0.01%
42,919
-776
1632
$706K ﹤0.01%
11,879
-1,871
1633
$704K ﹤0.01%
9,250
-90
1634
$699K ﹤0.01%
+7,240
1635
$698K ﹤0.01%
12,585
-400
1636
$696K ﹤0.01%
+50,250
1637
$694K ﹤0.01%
+9,253
1638
$691K ﹤0.01%
14,627
-1,070
1639
$689K ﹤0.01%
30,380
+18,680
1640
$688K ﹤0.01%
29,159
-9,352
1641
$687K ﹤0.01%
5,091
-217
1642
$687K ﹤0.01%
20,467
+2,644
1643
$687K ﹤0.01%
5,169
-1,461
1644
$685K ﹤0.01%
13,079
+555
1645
$684K ﹤0.01%
65,600
1646
$680K ﹤0.01%
35,673
+300
1647
$678K ﹤0.01%
29,750
-6,515
1648
$678K ﹤0.01%
18,830
-3,703
1649
$676K ﹤0.01%
5,468
-1,584
1650
$673K ﹤0.01%
12,905
-566
64 65
66
67 68