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
2101
$362K ﹤0.01%
12,744
2102
$362K ﹤0.01%
4,913
+70
2103
$362K ﹤0.01%
3,544
-88
2104
$361K ﹤0.01%
12,063
+284
2105
$361K ﹤0.01%
28,711
+129
2106
$361K ﹤0.01%
15,727
+4,297
2107
$361K ﹤0.01%
5,152
-27
2108
$361K ﹤0.01%
+10,276
2109
$360K ﹤0.01%
14,079
+2,970
2110
$360K ﹤0.01%
52,372
+5,983
2111
$360K ﹤0.01%
41,382
-554
2112
$360K ﹤0.01%
36,461
-2,948
2113
$359K ﹤0.01%
50,118
+10,514
2114
$359K ﹤0.01%
64,937
+4,779
2115
$359K ﹤0.01%
34,688
-770
2116
$359K ﹤0.01%
57,538
+3,208
2117
$358K ﹤0.01%
26,448
-293
2118
$358K ﹤0.01%
12,429
-2,326
2119
$358K ﹤0.01%
27,908
-615
2120
$356K ﹤0.01%
40,253
+3,277
2121
$356K ﹤0.01%
7,740
+50
2122
$355K ﹤0.01%
36,944
+2,541
2123
$354K ﹤0.01%
+42,294
2124
$354K ﹤0.01%
4,941
+691
2125
$353K ﹤0.01%
10,854
-2,391
83 84
85
86 87