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
1751
$581K ﹤0.01%
21,353
+6,650
1752
$580K ﹤0.01%
25,765
-5,321
1753
$579K ﹤0.01%
2,027
+711
1754
$577K ﹤0.01%
18,291
+2
1755
$577K ﹤0.01%
85,800
-4,480
1756
$577K ﹤0.01%
11,346
-562
1757
$576K ﹤0.01%
20,933
+11,053
1758
$575K ﹤0.01%
8,035
+68
1759
$575K ﹤0.01%
42,241
-18,528
1760
$575K ﹤0.01%
44,888
-66,335
1761
$573K ﹤0.01%
15,699
+399
1762
$573K ﹤0.01%
64,263
-2,317
1763
$572K ﹤0.01%
436
-711
1764
$572K ﹤0.01%
5,962
-270
1765
$572K ﹤0.01%
49,100
-2,400
1766
$571K ﹤0.01%
1,525
-78
1767
$569K ﹤0.01%
+23,100
1768
$569K ﹤0.01%
9,551
+230
1769
$566K ﹤0.01%
26,825
+5,200
1770
$566K ﹤0.01%
13,282
+1,800
1771
$565K ﹤0.01%
15,669
-2,500
1772
$564K ﹤0.01%
16,624
-17,500
1773
$562K ﹤0.01%
+38,706
1774
$561K ﹤0.01%
5,391
-2,161
1775
$560K ﹤0.01%
+32,185
69 70
71
72 73