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
1901
$472K ﹤0.01%
30,163
-9,502
1902
$472K ﹤0.01%
41,809
+14,082
1903
$472K ﹤0.01%
23,802
+6,526
1904
$471K ﹤0.01%
10,487
+2,297
1905
$471K ﹤0.01%
19,173
+4,526
1906
$470K ﹤0.01%
9,089
+646
1907
$470K ﹤0.01%
3,813
-2,904
1908
$469K ﹤0.01%
60,542
+18,048
1909
$468K ﹤0.01%
32,458
1910
$468K ﹤0.01%
17,068
+60
1911
$467K ﹤0.01%
+5,368
1912
$466K ﹤0.01%
+9,577
1913
$465K ﹤0.01%
17,975
+100
1914
$465K ﹤0.01%
17,308
+2,833
1915
$465K ﹤0.01%
+11,588
1916
$465K ﹤0.01%
14,159
-4,008
1917
$464K ﹤0.01%
+9,188
1918
$464K ﹤0.01%
6,313
-351
1919
$464K ﹤0.01%
46,642
-7,420
1920
$464K ﹤0.01%
13,585
+103
1921
$463K ﹤0.01%
+3,087
1922
$463K ﹤0.01%
13,220
-4,583
1923
$463K ﹤0.01%
210,257
-9,263
1924
$463K ﹤0.01%
5,863
-140
1925
$463K ﹤0.01%
+4,718
75 76
77
78 79