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
2326
$256K ﹤0.01%
26,590
2327
$255K ﹤0.01%
6,663
-3,121
2328
$254K ﹤0.01%
25,070
-2,730
2329
$254K ﹤0.01%
+5,853
2330
$254K ﹤0.01%
4,399
2331
$254K ﹤0.01%
5,997
+44
2332
$253K ﹤0.01%
13,580
-1,995
2333
$251K ﹤0.01%
+9,640
2334
$251K ﹤0.01%
2,673
+100
2335
$251K ﹤0.01%
+8,469
2336
$251K ﹤0.01%
+4,574
2337
$250K ﹤0.01%
1,316
-411
2338
$249K ﹤0.01%
+639
2339
$249K ﹤0.01%
+11,032
2340
$249K ﹤0.01%
8,336
+1,634
2341
$248K ﹤0.01%
433
-2
2342
$248K ﹤0.01%
2,204
+68
2343
$247K ﹤0.01%
+20,758
2344
$247K ﹤0.01%
6,469
+13
2345
$247K ﹤0.01%
1,099
-2,954
2346
$246K ﹤0.01%
+10,000
2347
$246K ﹤0.01%
4,607
-7,344
2348
$245K ﹤0.01%
+3,207
2349
$245K ﹤0.01%
4,335
-6,032
2350
$245K ﹤0.01%
+28,032
92 93
94
95 96