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
2251
$286K ﹤0.01%
49,037
+16,576
2252
$286K ﹤0.01%
5,285
+11
2253
$286K ﹤0.01%
6,541
+7
2254
$286K ﹤0.01%
17,477
+7,091
2255
$285K ﹤0.01%
+33,609
2256
$284K ﹤0.01%
8,983
+84
2257
$284K ﹤0.01%
3,905
+827
2258
$284K ﹤0.01%
10,853
2259
$284K ﹤0.01%
+45,473
2260
$284K ﹤0.01%
7,379
+661
2261
$284K ﹤0.01%
9,710
-900
2262
$283K ﹤0.01%
7,178
-809
2263
$283K ﹤0.01%
6,881
+2,703
2264
$283K ﹤0.01%
7,481
-999
2265
$282K ﹤0.01%
22,725
-1,960
2266
$280K ﹤0.01%
17,467
-28,032
2267
$280K ﹤0.01%
10,035
2268
$280K ﹤0.01%
11,628
-772
2269
$279K ﹤0.01%
+4,412
2270
$279K ﹤0.01%
+15,033
2271
$279K ﹤0.01%
36,165
+4,200
2272
$279K ﹤0.01%
8,761
+841
2273
$279K ﹤0.01%
7,409
-2,604
2274
$278K ﹤0.01%
+4,789
2275
$278K ﹤0.01%
+11,079
89 90
91
92 93