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
2426
$212K ﹤0.01%
4,272
-639
2427
$212K ﹤0.01%
5,340
-271
2428
$212K ﹤0.01%
+8,440
2429
$212K ﹤0.01%
5,658
-32,971
2430
$212K ﹤0.01%
5,196
-175
2431
$212K ﹤0.01%
+1,215
2432
$211K ﹤0.01%
5,357
-439
2433
$211K ﹤0.01%
4,748
+15
2434
$210K ﹤0.01%
+9,082
2435
$210K ﹤0.01%
+7,308
2436
$210K ﹤0.01%
7,909
-14,304
2437
$210K ﹤0.01%
29,075
-1,474
2438
$210K ﹤0.01%
15,823
-2,000
2439
$209K ﹤0.01%
+25,681
2440
$209K ﹤0.01%
7,392
-6,883
2441
$208K ﹤0.01%
9,391
-6,448
2442
$208K ﹤0.01%
12,189
+499
2443
$207K ﹤0.01%
+6,676
2444
$206K ﹤0.01%
3,303
-496
2445
$206K ﹤0.01%
+9,350
2446
$206K ﹤0.01%
13,134
+24
2447
$205K ﹤0.01%
1,887
-322
2448
$205K ﹤0.01%
4,500
-172
2449
$205K ﹤0.01%
+10,000
2450
$204K ﹤0.01%
+7,892
96 97
98
99 100