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
2376
$232K ﹤0.01%
7,406
-220
2377
$232K ﹤0.01%
5,046
+249
2378
$232K ﹤0.01%
+12,866
2379
$232K ﹤0.01%
8,047
-2,931
2380
$232K ﹤0.01%
4,372
+18
2381
$231K ﹤0.01%
4,649
-12
2382
$231K ﹤0.01%
2,018
-183
2383
$231K ﹤0.01%
+2,684
2384
$230K ﹤0.01%
22,586
+5,149
2385
$229K ﹤0.01%
12,675
+300
2386
$229K ﹤0.01%
27,910
-1,325
2387
$229K ﹤0.01%
+3,621
2388
$228K ﹤0.01%
6,132
-311
2389
$228K ﹤0.01%
+20,143
2390
$227K ﹤0.01%
5,912
-192
2391
$226K ﹤0.01%
3,251
-117
2392
$226K ﹤0.01%
10,736
+491
2393
$225K ﹤0.01%
12,221
-6,269
2394
$225K ﹤0.01%
+10,656
2395
$225K ﹤0.01%
+2,381
2396
$225K ﹤0.01%
7,931
-414,007
2397
$224K ﹤0.01%
+22,135
2398
$224K ﹤0.01%
33,314
+1,700
2399
$224K ﹤0.01%
3,266
-1,616
2400
$224K ﹤0.01%
6,225
-4,500
94 95
96
97 98