Janney Montgomery Scott

Janney Montgomery Scott Portfolio holdings

AUM $43.6B
1-Year Est. Return 20.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.35%
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
+$853M
2
+$265M
3
+$254M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$159M
5
RTX icon
RTX Corp
RTX
+$129M

Top Sells

1
+$85.1M
2
+$43.6M
3
+$30.8M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$22.7M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$17.7M

Sector Composition

1 Technology 12.19%
2 Healthcare 7.18%
3 Financials 6.98%
4 Industrials 6.38%
5 Consumer Discretionary 4.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1801
$542K ﹤0.01%
13,731
-318
1802
$539K ﹤0.01%
14,012
+1,335
1803
$539K ﹤0.01%
45,248
+782
1804
$538K ﹤0.01%
9,650
-60
1805
$538K ﹤0.01%
18,302
+3,748
1806
$538K ﹤0.01%
38,407
+106
1807
$538K ﹤0.01%
2,321
-662
1808
$537K ﹤0.01%
10,413
-883
1809
$537K ﹤0.01%
+49,495
1810
$535K ﹤0.01%
24,986
-2,417
1811
$534K ﹤0.01%
+46,653
1812
$534K ﹤0.01%
24,564
-400
1813
$534K ﹤0.01%
81,569
-7,139
1814
$533K ﹤0.01%
+34,507
1815
$532K ﹤0.01%
+11,269
1816
$531K ﹤0.01%
7,289
-125
1817
$531K ﹤0.01%
52,123
-10,225
1818
$530K ﹤0.01%
8,098
-2,173
1819
$527K ﹤0.01%
90,853
-1,105
1820
$527K ﹤0.01%
7,609
-565
1821
$526K ﹤0.01%
5,358
-15
1822
$526K ﹤0.01%
101,239
+20,009
1823
$525K ﹤0.01%
16,149
-4,789
1824
$524K ﹤0.01%
1,799
+58
1825
$523K ﹤0.01%
5,843
-405
71 72
73
74 75