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
2201
$312K ﹤0.01%
35,630
+3,189
2202
$312K ﹤0.01%
14,332
+1,987
2203
$312K ﹤0.01%
6,431
2204
$311K ﹤0.01%
7,374
-5,684
2205
$310K ﹤0.01%
13,500
+1,900
2206
$309K ﹤0.01%
8,617
-110
2207
$309K ﹤0.01%
6,238
-288
2208
$308K ﹤0.01%
4,605
+178
2209
$308K ﹤0.01%
18,332
-3,180
2210
$308K ﹤0.01%
7,388
+325
2211
$307K ﹤0.01%
15,355
+1,438
2212
$307K ﹤0.01%
20,862
-267
2213
$306K ﹤0.01%
4,462
-1,852
2214
$306K ﹤0.01%
39,718
-573
2215
$304K ﹤0.01%
+1,852
2216
$304K ﹤0.01%
9,967
+2,028
2217
$301K ﹤0.01%
3,732
-858
2218
$301K ﹤0.01%
3,713
+1,132
2219
$301K ﹤0.01%
11,801
+355
2220
$300K ﹤0.01%
+20,251
2221
$300K ﹤0.01%
9,930
+1,430
2222
$299K ﹤0.01%
11,467
+2,138
2223
$298K ﹤0.01%
3,517
-392
2224
$298K ﹤0.01%
7,437
-1,492
2225
$298K ﹤0.01%
43,800
+12,500
87 88
89
90 91