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
2301
$267K ﹤0.01%
+4,230
2302
$267K ﹤0.01%
1,499
-389
2303
$266K ﹤0.01%
19,719
-1,059
2304
$265K ﹤0.01%
6,279
+1,089
2305
$265K ﹤0.01%
4,913
-6,208
2306
$264K ﹤0.01%
+26,263
2307
$264K ﹤0.01%
14,749
-40
2308
$264K ﹤0.01%
+16,268
2309
$264K ﹤0.01%
+8,400
2310
$264K ﹤0.01%
15,680
2311
$263K ﹤0.01%
5,798
-8,137
2312
$262K ﹤0.01%
3,952
-6,314
2313
$262K ﹤0.01%
8,798
-1,502
2314
$262K ﹤0.01%
2,360
-10,551
2315
$261K ﹤0.01%
10,370
+917
2316
$261K ﹤0.01%
5,173
+500
2317
$261K ﹤0.01%
2,869
-494
2318
$260K ﹤0.01%
3,971
-12
2319
$260K ﹤0.01%
2,143
2320
$259K ﹤0.01%
+4,924
2321
$258K ﹤0.01%
11,120
-400
2322
$257K ﹤0.01%
8,370
+140
2323
$257K ﹤0.01%
7,480
-156
2324
$257K ﹤0.01%
+12,569
2325
$257K ﹤0.01%
5,954
-7,027
91 92
93
94 95