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
1726
$598K ﹤0.01%
30,763
1727
$598K ﹤0.01%
13,919
+758
1728
$597K ﹤0.01%
9,626
+106
1729
$596K ﹤0.01%
16,610
-2,961
1730
$594K ﹤0.01%
+19,968
1731
$594K ﹤0.01%
68,929
-1,505
1732
$594K ﹤0.01%
23,744
+2,188
1733
$593K ﹤0.01%
22,111
-4,313
1734
$591K ﹤0.01%
17,001
-2,322
1735
$589K ﹤0.01%
+4,115
1736
$589K ﹤0.01%
74,718
+55,070
1737
$588K ﹤0.01%
45,615
1738
$588K ﹤0.01%
31,724
-1,171
1739
$588K ﹤0.01%
29,208
-1,081
1740
$588K ﹤0.01%
4,949
+84
1741
$587K ﹤0.01%
5,842
+34
1742
$587K ﹤0.01%
27,674
-2,387
1743
$586K ﹤0.01%
20,676
-458
1744
$584K ﹤0.01%
43,321
+7,777
1745
$584K ﹤0.01%
6,701
-1,979
1746
$584K ﹤0.01%
55,427
-1,367
1747
$583K ﹤0.01%
+34,706
1748
$582K ﹤0.01%
31,417
+9,210
1749
$581K ﹤0.01%
+4,422
1750
$581K ﹤0.01%
9,937
-1,322
68 69
70
71 72