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
351
$14.3M 0.05%
+88,021
352
$14.3M 0.05%
28,562
+1,764
353
$14.2M 0.05%
+98,487
354
$14.2M 0.05%
426,586
+65,069
355
$14.2M 0.05%
323,862
+1,974
356
$14.1M 0.05%
119,912
-3,394
357
$14.1M 0.05%
386,418
+12,025
358
$14M 0.05%
422,946
+24,777
359
$14M 0.05%
121,340
-2,520
360
$14M 0.05%
678,348
+3,050
361
$13.9M 0.05%
42,341
+10,680
362
$13.9M 0.05%
94,338
+933
363
$13.9M 0.05%
403,548
+12,752
364
$13.8M 0.05%
61,182
+1,432
365
$13.8M 0.05%
137,864
-50,714
366
$13.7M 0.05%
320,410
+6,458
367
$13.7M 0.05%
214,650
-3,000
368
$13.6M 0.05%
204,607
-127,887
369
$13.6M 0.05%
765,221
-12,340
370
$13.6M 0.05%
237,346
+5,496
371
$13.6M 0.05%
31,716
+855
372
$13.6M 0.05%
235,946
-11,852
373
$13.5M 0.05%
386,631
+28,889
374
$13.5M 0.05%
42,169
+174
375
$13.5M 0.05%
327,582
-6,175
13 14
15
16 17