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
1826
$523K ﹤0.01%
5,508
-563
1827
$522K ﹤0.01%
+5,852
1828
$522K ﹤0.01%
+30,335
1829
$521K ﹤0.01%
7,747
+56
1830
$521K ﹤0.01%
6,253
+118
1831
$520K ﹤0.01%
+2,701
1832
$519K ﹤0.01%
5,046
+21
1833
$518K ﹤0.01%
44,487
+4,235
1834
$517K ﹤0.01%
29,464
+174
1835
$517K ﹤0.01%
9,237
+2,259
1836
$516K ﹤0.01%
7,260
-1,646
1837
$516K ﹤0.01%
44,293
-1,538
1838
$516K ﹤0.01%
5,371
-263
1839
$515K ﹤0.01%
6,385
-139
1840
$515K ﹤0.01%
21,366
+1,600
1841
$515K ﹤0.01%
+34,589
1842
$513K ﹤0.01%
16,801
-1,421
1843
$512K ﹤0.01%
15,025
+656
1844
$510K ﹤0.01%
12,356
+3
1845
$509K ﹤0.01%
+13,158
1846
$509K ﹤0.01%
14,011
-17,786
1847
$509K ﹤0.01%
+9,927
1848
$509K ﹤0.01%
12,889
-134,516
1849
$508K ﹤0.01%
47,111
+10,023
1850
$506K ﹤0.01%
27,765
+10,265
72 73
74
75 76