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
2151
$344K ﹤0.01%
4,658
+694
2152
$344K ﹤0.01%
12,636
-434
2153
$343K ﹤0.01%
8,982
2154
$342K ﹤0.01%
22,403
+41
2155
$342K ﹤0.01%
3,142
+701
2156
$342K ﹤0.01%
7,860
+654
2157
$341K ﹤0.01%
+7,644
2158
$341K ﹤0.01%
46,010
-16,325
2159
$340K ﹤0.01%
9,997
-5,271
2160
$340K ﹤0.01%
+4,006
2161
$339K ﹤0.01%
+11,509
2162
$339K ﹤0.01%
+4,244
2163
$337K ﹤0.01%
13,126
2164
$336K ﹤0.01%
23,961
+8
2165
$335K ﹤0.01%
24,400
-4,000
2166
$334K ﹤0.01%
18,994
-5,150
2167
$334K ﹤0.01%
5,445
-50
2168
$331K ﹤0.01%
2,015
-910
2169
$328K ﹤0.01%
7,742
-161
2170
$328K ﹤0.01%
6,625
2171
$327K ﹤0.01%
32,872
-3,478
2172
$326K ﹤0.01%
16,707
-777
2173
$326K ﹤0.01%
2,884
-1,155
2174
$325K ﹤0.01%
8,410
+155
2175
$325K ﹤0.01%
11,986
+290
85 86
87
88 89