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
1926
$463K ﹤0.01%
16,362
+2,542
1927
$462K ﹤0.01%
+10,178
1928
$462K ﹤0.01%
27,558
+483
1929
$462K ﹤0.01%
7,684
-72
1930
$461K ﹤0.01%
3,932
+482
1931
$460K ﹤0.01%
17,232
-15,295
1932
$460K ﹤0.01%
14,965
1933
$460K ﹤0.01%
+4,993
1934
$459K ﹤0.01%
98,800
+50,045
1935
$459K ﹤0.01%
20,833
1936
$459K ﹤0.01%
26,881
-3,547
1937
$459K ﹤0.01%
9,408
-1,546
1938
$458K ﹤0.01%
17,390
-8,670
1939
$458K ﹤0.01%
7,167
+3,211
1940
$457K ﹤0.01%
14,100
-2,000
1941
$456K ﹤0.01%
32,305
+1,250
1942
$456K ﹤0.01%
+8,033
1943
$456K ﹤0.01%
11,116
-1,406
1944
$456K ﹤0.01%
38,999
-3,587
1945
$456K ﹤0.01%
11,354
-4,101
1946
$455K ﹤0.01%
+13,853
1947
$455K ﹤0.01%
34,203
-4,000
1948
$455K ﹤0.01%
46,438
+278
1949
$455K ﹤0.01%
7,334
-196
1950
$455K ﹤0.01%
15,635
-4,310
76 77
78
79 80