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
2051
$389K ﹤0.01%
5,601
-2,635
2052
$389K ﹤0.01%
+7,299
2053
$389K ﹤0.01%
13,511
+4,338
2054
$386K ﹤0.01%
9,295
+274
2055
$385K ﹤0.01%
34,344
-4,330
2056
$384K ﹤0.01%
10,202
-2,291
2057
$384K ﹤0.01%
16,580
-243
2058
$383K ﹤0.01%
14,815
-1,426
2059
$383K ﹤0.01%
21,109
+4,019
2060
$382K ﹤0.01%
10,650
+2,032
2061
$382K ﹤0.01%
+26,409
2062
$382K ﹤0.01%
+26,503
2063
$380K ﹤0.01%
+7,399
2064
$380K ﹤0.01%
4,775
-1
2065
$379K ﹤0.01%
20,482
+3,154
2066
$379K ﹤0.01%
20,824
2067
$378K ﹤0.01%
22,919
-1,751
2068
$377K ﹤0.01%
19,620
+543
2069
$377K ﹤0.01%
13,067
+48
2070
$377K ﹤0.01%
9,722
-184
2071
$377K ﹤0.01%
13,650
+946
2072
$376K ﹤0.01%
8,102
+1,896
2073
$376K ﹤0.01%
11,920
+2,334
2074
$375K ﹤0.01%
+18,922
2075
$374K ﹤0.01%
9,462
+1,650
81 82
83
84 85