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
2176
$325K ﹤0.01%
4,531
+89
2177
$324K ﹤0.01%
24,122
-23,621
2178
$324K ﹤0.01%
+5,149
2179
$323K ﹤0.01%
6,514
-494
2180
$323K ﹤0.01%
4,163
-156
2181
$322K ﹤0.01%
+4,487
2182
$322K ﹤0.01%
5,674
-155
2183
$322K ﹤0.01%
4,183
+677
2184
$321K ﹤0.01%
+58,982
2185
$321K ﹤0.01%
40,667
-7,764
2186
$321K ﹤0.01%
12,296
-4,227
2187
$321K ﹤0.01%
+7,620
2188
$319K ﹤0.01%
5,959
+1,464
2189
$319K ﹤0.01%
8,184
-894
2190
$318K ﹤0.01%
15,257
-93
2191
$317K ﹤0.01%
16,337
+485
2192
$317K ﹤0.01%
6,071
-18
2193
$316K ﹤0.01%
35,378
+1,182
2194
$315K ﹤0.01%
4,772
-448
2195
$315K ﹤0.01%
26,486
+2,385
2196
$315K ﹤0.01%
11,887
+134
2197
$313K ﹤0.01%
+19,161
2198
$313K ﹤0.01%
12,481
+3,204
2199
$313K ﹤0.01%
21,131
+1,886
2200
$312K ﹤0.01%
18,519
-37,278
86 87
88
89 90