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
301
$17.5M 0.06%
447,346
+4,390
302
$17.5M 0.06%
767,558
-147,253
303
$17.5M 0.06%
328,793
+75,810
304
$17.5M 0.06%
89,802
+5,321
305
$17.4M 0.06%
86,059
+1,844
306
$17.4M 0.06%
157,249
+26,124
307
$17.4M 0.06%
348,034
+117,784
308
$17.2M 0.06%
93,574
-9,857
309
$17.2M 0.06%
1,510,474
+49,547
310
$17.2M 0.06%
87,635
-8,600
311
$17.1M 0.06%
116,136
+4,638
312
$17.1M 0.06%
205,505
+31,849
313
$17M 0.06%
701,216
-32,072
314
$17M 0.06%
274,808
-4,343
315
$16.8M 0.06%
230,390
+8,812
316
$16.7M 0.06%
661,905
+3,695
317
$16.6M 0.06%
332,324
+275,820
318
$16.6M 0.06%
375,152
+48,874
319
$16.6M 0.06%
253,032
-37,290
320
$16.5M 0.06%
703,512
+11,560
321
$16.3M 0.06%
197,978
+34,842
322
$16.2M 0.06%
91,630
+234
323
$16.2M 0.06%
102,782
+11,756
324
$16.1M 0.06%
33,556
+670
325
$16M 0.06%
439,398
+122,783
11 12
13
14 15