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
2126
$353K ﹤0.01%
4,166
-977
2127
$353K ﹤0.01%
3,096
-29
2128
$352K ﹤0.01%
16,995
+608
2129
$352K ﹤0.01%
10,340
-2,433
2130
$352K ﹤0.01%
2,733
+195
2131
$352K ﹤0.01%
67,358
-478
2132
$351K ﹤0.01%
43,726
+3,237
2133
$351K ﹤0.01%
+14,232
2134
$351K ﹤0.01%
28,622
+2,912
2135
$351K ﹤0.01%
4,451
2136
$351K ﹤0.01%
13,741
-2,611
2137
$350K ﹤0.01%
17,887
+10,220
2138
$350K ﹤0.01%
3,401
-2,887
2139
$349K ﹤0.01%
28,968
-3,409
2140
$349K ﹤0.01%
2,101
+216
2141
$349K ﹤0.01%
11,680
-2,200
2142
$349K ﹤0.01%
18,994
+250
2143
$348K ﹤0.01%
5,857
2144
$347K ﹤0.01%
13,503
+680
2145
$347K ﹤0.01%
4,780
+887
2146
$346K ﹤0.01%
+29,439
2147
$346K ﹤0.01%
81,939
+22,047
2148
$346K ﹤0.01%
+7,644
2149
$345K ﹤0.01%
8,190
-12,283
2150
$344K ﹤0.01%
+14,564
84 85
86
87 88