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
376
$13.5M 0.05%
106,612
-3,252
377
$13.5M 0.05%
707,336
-12,467
378
$13.4M 0.05%
184,527
+2,566
379
$13.3M 0.05%
29,020
+3,830
380
$13.2M 0.05%
95,520
-16,521
381
$13.2M 0.05%
149,172
-4,926
382
$13.1M 0.05%
202,627
+3,482
383
$13.1M 0.05%
130,587
-10,765
384
$13.1M 0.05%
78,997
-21,294
385
$13.1M 0.05%
88,445
+2,229
386
$13M 0.05%
399,177
-178,043
387
$13M 0.05%
163,193
+4,659
388
$13M 0.05%
70,062
-5,474
389
$12.9M 0.05%
140,690
+20,667
390
$12.9M 0.04%
34,020
+10,528
391
$12.8M 0.04%
153,690
-39,421
392
$12.8M 0.04%
317,650
+18,728
393
$12.7M 0.04%
572,178
+41,082
394
$12.7M 0.04%
190,530
+3,677
395
$12.7M 0.04%
432,640
+66,550
396
$12.5M 0.04%
87,917
+11,587
397
$12.5M 0.04%
226,835
+35,077
398
$12.4M 0.04%
185,785
-1,438
399
$12.3M 0.04%
160,190
-7,576
400
$12.2M 0.04%
117,372
+9,300
14 15
16
17 18