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
1851
$506K ﹤0.01%
+74,350
1852
$506K ﹤0.01%
18,504
+5,381
1853
$506K ﹤0.01%
+7,295
1854
$506K ﹤0.01%
9,973
-107
1855
$505K ﹤0.01%
+4,657
1856
$504K ﹤0.01%
8,699
+77
1857
$504K ﹤0.01%
14,370
+4,277
1858
$503K ﹤0.01%
+4,340
1859
$502K ﹤0.01%
14,487
-2,312
1860
$502K ﹤0.01%
8,785
-528
1861
$501K ﹤0.01%
+87,890
1862
$501K ﹤0.01%
+8,102
1863
$501K ﹤0.01%
32,064
-2,509
1864
$501K ﹤0.01%
6,027
-335
1865
$501K ﹤0.01%
20,428
+6,463
1866
$499K ﹤0.01%
9,707
+5,445
1867
$498K ﹤0.01%
9,990
1868
$497K ﹤0.01%
17,847
-1,976
1869
$496K ﹤0.01%
2,364
-1,808
1870
$494K ﹤0.01%
+10,777
1871
$494K ﹤0.01%
15,810
-1,100
1872
$494K ﹤0.01%
10,587
-575
1873
$494K ﹤0.01%
24,665
+50
1874
$493K ﹤0.01%
17,568
+1,098
1875
$493K ﹤0.01%
12,310
-3,280
73 74
75
76 77