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
326
$15.9M 0.06%
114,702
-13,405
327
$15.9M 0.06%
130,949
-925
328
$15.8M 0.06%
314,851
-33,427
329
$15.6M 0.05%
136,178
+1,323
330
$15.5M 0.05%
61,121
+142
331
$15.4M 0.05%
338,726
+7,496
332
$15.4M 0.05%
74,322
-10,890
333
$15.4M 0.05%
305,958
-35,180
334
$15.3M 0.05%
44,652
+1,538
335
$15.2M 0.05%
808,957
+1,276
336
$15.2M 0.05%
393,302
+15,854
337
$15M 0.05%
285,711
+21,717
338
$15M 0.05%
724,444
+65,480
339
$15M 0.05%
149,799
+492
340
$15M 0.05%
88,430
+18,897
341
$14.8M 0.05%
65,472
-2,717
342
$14.8M 0.05%
182,435
-70,561
343
$14.8M 0.05%
+206,452
344
$14.7M 0.05%
31,306
-4,759
345
$14.5M 0.05%
61,649
+622
346
$14.4M 0.05%
148,312
+3,066
347
$14.4M 0.05%
36,832
+1,913
348
$14.4M 0.05%
477,095
+10,910
349
$14.4M 0.05%
123,077
-7,948
350
$14.3M 0.05%
208,415
+2,792
12 13
14
15 16