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
251
$21.1M 0.07%
592,557
+28,576
252
$20.9M 0.07%
276,415
+1,788
253
$20.9M 0.07%
487,650
-94,400
254
$20.8M 0.07%
730,480
+20,012
255
$20.8M 0.07%
37,018
+2,445
256
$20.7M 0.07%
67,846
-747
257
$20.6M 0.07%
+104,890
258
$20.5M 0.07%
+39
259
$20.5M 0.07%
+273,027
260
$20.4M 0.07%
108,599
-1,309
261
$20.1M 0.07%
214,167
+31,053
262
$20.1M 0.07%
116,475
+5,812
263
$20M 0.07%
336,308
-68,626
264
$20M 0.07%
481,987
-50,914
265
$19.7M 0.07%
353,443
+96,785
266
$19.5M 0.07%
215,815
-1,308
267
$19.4M 0.07%
717,706
+103,062
268
$19.3M 0.07%
+165,921
269
$19.3M 0.07%
+1,205,618
270
$19.2M 0.07%
81,562
+9,619
271
$19.1M 0.07%
248,976
+2,601
272
$19M 0.07%
+117,482
273
$18.9M 0.07%
251,777
+13,040
274
$18.9M 0.07%
+166,116
275
$18.9M 0.07%
66,752
-745
9 10
11
12 13