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
2076
$373K ﹤0.01%
+27,441
2077
$373K ﹤0.01%
17,560
-1,154
2078
$372K ﹤0.01%
+3,779
2079
$371K ﹤0.01%
10,844
2080
$371K ﹤0.01%
13,900
+1,166
2081
$370K ﹤0.01%
+16,209
2082
$370K ﹤0.01%
37,103
-2,963
2083
$369K ﹤0.01%
+16,936
2084
$369K ﹤0.01%
7,724
-461
2085
$368K ﹤0.01%
1,866
+141
2086
$368K ﹤0.01%
14,539
-2,411
2087
$367K ﹤0.01%
+3,291
2088
$367K ﹤0.01%
3,463
+34
2089
$366K ﹤0.01%
7,667
+2,211
2090
$366K ﹤0.01%
20,873
-58,794
2091
$366K ﹤0.01%
14,373
-2,026
2092
$366K ﹤0.01%
+16,353
2093
$365K ﹤0.01%
+15,536
2094
$364K ﹤0.01%
10,593
-1,963
2095
$364K ﹤0.01%
7,542
-74
2096
$363K ﹤0.01%
+46,142
2097
$363K ﹤0.01%
19,961
+14
2098
$362K ﹤0.01%
+34,681
2099
$362K ﹤0.01%
6,475
-950
2100
$362K ﹤0.01%
+51,165
82 83
84
85 86