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
2351
$244K ﹤0.01%
+5,304
2352
$244K ﹤0.01%
4,917
-2,240
2353
$243K ﹤0.01%
26,807
+1,300
2354
$243K ﹤0.01%
+16,163
2355
$243K ﹤0.01%
4,450
+54
2356
$243K ﹤0.01%
17,014
+1,660
2357
$243K ﹤0.01%
25,389
+4,417
2358
$243K ﹤0.01%
1,738
-250
2359
$241K ﹤0.01%
+11,443
2360
$241K ﹤0.01%
+20,702
2361
$241K ﹤0.01%
25,129
-120,714
2362
$241K ﹤0.01%
10,791
+655
2363
$240K ﹤0.01%
3,852
-235
2364
$240K ﹤0.01%
3,800
+390
2365
$240K ﹤0.01%
5,956
+189
2366
$239K ﹤0.01%
22,505
2367
$238K ﹤0.01%
+8,820
2368
$237K ﹤0.01%
11,336
-3,515
2369
$237K ﹤0.01%
45,859
-1,048
2370
$236K ﹤0.01%
5,064
-1,035
2371
$236K ﹤0.01%
18,801
-201
2372
$236K ﹤0.01%
6,336
-61
2373
$235K ﹤0.01%
11,937
-3,178
2374
$233K ﹤0.01%
5,055
-55
2375
$233K ﹤0.01%
20,818
-5,204
93 94
95
96 97