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
276
$18.9M 0.07%
175,212
+4,387
277
$18.8M 0.07%
738,926
-3,921
278
$18.8M 0.07%
162,291
-7
279
$18.8M 0.07%
+91,756
280
$18.7M 0.07%
235,400
+46,575
281
$18.7M 0.07%
387,034
-116,086
282
$18.7M 0.07%
38,562
+682
283
$18.6M 0.07%
248,156
+6,486
284
$18.6M 0.06%
923,029
-9,626
285
$18.5M 0.06%
56,792
+1,872
286
$18.5M 0.06%
116,077
+1,462
287
$18.4M 0.06%
163,815
+6,054
288
$18.3M 0.06%
822,917
+248,077
289
$18.3M 0.06%
864,573
-38,839
290
$18.3M 0.06%
777,971
-29,017
291
$18.2M 0.06%
108,694
+3,785
292
$18.2M 0.06%
209,779
-5,537
293
$18.2M 0.06%
688,840
+29,020
294
$18M 0.06%
52,324
-35,105
295
$17.7M 0.06%
37,053
+2,254
296
$17.7M 0.06%
94,833
+1,393
297
$17.6M 0.06%
159,628
+2,263
298
$17.6M 0.06%
115,616
-1,836
299
$17.5M 0.06%
157,539
+5,119
300
$17.5M 0.06%
665,434
-15,003
10 11
12
13 14