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
1651
$672K ﹤0.01%
11,837
-8,616
1652
$671K ﹤0.01%
13,552
+1,354
1653
$670K ﹤0.01%
22,715
-700
1654
$669K ﹤0.01%
20,765
-7,086
1655
$668K ﹤0.01%
16,071
+29
1656
$668K ﹤0.01%
12,192
+3,160
1657
$668K ﹤0.01%
7,870
+81
1658
$667K ﹤0.01%
14,901
+338
1659
$667K ﹤0.01%
15,301
-2,627
1660
$666K ﹤0.01%
63,019
-3,201
1661
$665K ﹤0.01%
12,298
+3,340
1662
$662K ﹤0.01%
23,546
+1,842
1663
$662K ﹤0.01%
16,989
-20,556
1664
$661K ﹤0.01%
9,242
-4,154
1665
$659K ﹤0.01%
+11,597
1666
$659K ﹤0.01%
26,023
+1,162
1667
$658K ﹤0.01%
11,468
-350
1668
$657K ﹤0.01%
53,470
-784
1669
$657K ﹤0.01%
25,656
-1,110
1670
$656K ﹤0.01%
25,988
-1,128
1671
$656K ﹤0.01%
111,347
+99
1672
$655K ﹤0.01%
19,017
+150
1673
$655K ﹤0.01%
9,886
+454
1674
$654K ﹤0.01%
3,335
+503
1675
$652K ﹤0.01%
20,814
+5,397
65 66
67
68 69