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
2401
$224K ﹤0.01%
8,834
-2,292
2402
$223K ﹤0.01%
554
-127
2403
$223K ﹤0.01%
8,229
-14
2404
$222K ﹤0.01%
9,775
-4,850
2405
$222K ﹤0.01%
51,118
-2,885
2406
$222K ﹤0.01%
19,122
+6,361
2407
$221K ﹤0.01%
+8,664
2408
$221K ﹤0.01%
+8,539
2409
$221K ﹤0.01%
11,635
-1,370
2410
$220K ﹤0.01%
+10,206
2411
$220K ﹤0.01%
2,241
-220
2412
$220K ﹤0.01%
3,700
2413
$219K ﹤0.01%
1,555
+30
2414
$219K ﹤0.01%
26,751
-3,657
2415
$219K ﹤0.01%
5,335
2416
$218K ﹤0.01%
8,290
-1,260
2417
$218K ﹤0.01%
2,220
-38
2418
$217K ﹤0.01%
4,866
+76
2419
$214K ﹤0.01%
+10,757
2420
$214K ﹤0.01%
1,466
-698
2421
$214K ﹤0.01%
+3,402
2422
$213K ﹤0.01%
11,232
+51
2423
$213K ﹤0.01%
6,725
-71
2424
$213K ﹤0.01%
2,341
-1
2425
$213K ﹤0.01%
16,680
+6,623
95 96
97
98 99