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
2226
$297K ﹤0.01%
22,240
+1,093
2227
$297K ﹤0.01%
8,331
2228
$297K ﹤0.01%
2,519
-746
2229
$296K ﹤0.01%
21,291
-467
2230
$296K ﹤0.01%
11,228
-3,673
2231
$296K ﹤0.01%
37,395
+15,769
2232
$295K ﹤0.01%
48,955
-680
2233
$295K ﹤0.01%
+10,531
2234
$293K ﹤0.01%
18,950
2235
$293K ﹤0.01%
24,772
+517
2236
$293K ﹤0.01%
41,132
+3,744
2237
$292K ﹤0.01%
8,073
+15
2238
$292K ﹤0.01%
8,046
+727
2239
$292K ﹤0.01%
+9,290
2240
$291K ﹤0.01%
18,786
-1,170
2241
$290K ﹤0.01%
4,843
-370
2242
$290K ﹤0.01%
21,212
+1,846
2243
$290K ﹤0.01%
91,657
+4,410
2244
$290K ﹤0.01%
5,269
-1,073
2245
$289K ﹤0.01%
3,758
+297
2246
$287K ﹤0.01%
+88,123
2247
$287K ﹤0.01%
26,223
+588
2248
$286K ﹤0.01%
1,559
-476
2249
$286K ﹤0.01%
4,492
+948
2250
$286K ﹤0.01%
3,801
-6
88 89
90
91 92