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
226
$24.1M 0.08%
546,870
+10,220
227
$23.8M 0.08%
378,745
+3,706
228
$23.6M 0.08%
95,355
-15,800
229
$23.5M 0.08%
+105,308
230
$23.4M 0.08%
467,453
-6,605
231
$23.1M 0.08%
+118,497
232
$23M 0.08%
326,645
-1,403
233
$22.9M 0.08%
945,450
+18,726
234
$22.6M 0.08%
892,740
-17,557
235
$22.5M 0.08%
+322,922
236
$22.3M 0.08%
489,845
+2,630
237
$22.2M 0.08%
274,496
+24,880
238
$22.2M 0.08%
+293,517
239
$22M 0.08%
167,407
+1,749
240
$21.8M 0.08%
326,747
+19,097
241
$21.8M 0.08%
113,856
+1,451
242
$21.7M 0.08%
111,667
-1,926
243
$21.6M 0.08%
247,078
+5,462
244
$21.5M 0.08%
1,603,161
+29,597
245
$21.4M 0.07%
194,062
+20,520
246
$21.2M 0.07%
55,494
+136
247
$21.2M 0.07%
629,156
-17,345
248
$21.2M 0.07%
222,316
-2,476
249
$21.2M 0.07%
622,743
+268,198
250
$21.1M 0.07%
64,005
+2,186
8 9
10
11 12