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
1701
$618K ﹤0.01%
45,721
-16,768
1702
$618K ﹤0.01%
26,200
+967
1703
$617K ﹤0.01%
14,808
+1,156
1704
$616K ﹤0.01%
148,042
-3,357
1705
$614K ﹤0.01%
7,096
-3,101
1706
$614K ﹤0.01%
47,042
-10,841
1707
$612K ﹤0.01%
58,885
+3,732
1708
$612K ﹤0.01%
26,701
+376
1709
$611K ﹤0.01%
8,000
+1,398
1710
$610K ﹤0.01%
9,416
-303
1711
$610K ﹤0.01%
34,536
+20,930
1712
$609K ﹤0.01%
33,719
-9,488
1713
$609K ﹤0.01%
24,430
-28,280
1714
$608K ﹤0.01%
+19,783
1715
$608K ﹤0.01%
6,501
-214
1716
$607K ﹤0.01%
2,323
-98
1717
$605K ﹤0.01%
33,469
+526
1718
$605K ﹤0.01%
43,295
+8,600
1719
$603K ﹤0.01%
23,778
-22,454
1720
$603K ﹤0.01%
8,468
-4,830
1721
$601K ﹤0.01%
+15,649
1722
$601K ﹤0.01%
14,035
-4,305
1723
$601K ﹤0.01%
12,965
+685
1724
$601K ﹤0.01%
7,216
-157,564
1725
$600K ﹤0.01%
64,250
+49,636
67 68
69
70 71