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
1676
$651K ﹤0.01%
40,380
-1,300
1677
$645K ﹤0.01%
13,978
-158
1678
$645K ﹤0.01%
34,181
+1,083
1679
$645K ﹤0.01%
2,216
+376
1680
$644K ﹤0.01%
+13,104
1681
$643K ﹤0.01%
10,129
+3,800
1682
$643K ﹤0.01%
17,925
-5,628
1683
$642K ﹤0.01%
18,760
+3,950
1684
$639K ﹤0.01%
4,149
-2,802
1685
$638K ﹤0.01%
1,935
-1,116
1686
$638K ﹤0.01%
+14,171
1687
$638K ﹤0.01%
86,512
-3,855
1688
$633K ﹤0.01%
+10,640
1689
$632K ﹤0.01%
6,541
-13,898
1690
$632K ﹤0.01%
9,685
+2,935
1691
$631K ﹤0.01%
44,825
1692
$630K ﹤0.01%
14,818
-2,003
1693
$628K ﹤0.01%
20,131
-3,430
1694
$626K ﹤0.01%
18,235
-2,076
1695
$625K ﹤0.01%
7,212
1696
$624K ﹤0.01%
47,850
+1,328
1697
$622K ﹤0.01%
5,670
-120
1698
$621K ﹤0.01%
21,259
+918
1699
$621K ﹤0.01%
26,888
-1,683
1700
$619K ﹤0.01%
102,744
+8,273
66 67
68
69 70