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
401
$12.2M 0.04%
300,575
+130,250
402
$12.2M 0.04%
+27,525
403
$12.2M 0.04%
101,456
-20,005
404
$12.2M 0.04%
804,725
-643,063
405
$12.1M 0.04%
+143,915
406
$12M 0.04%
71,902
+3,874
407
$12M 0.04%
806,226
+7,291
408
$12M 0.04%
+84,166
409
$11.9M 0.04%
16,613
+1,144
410
$11.9M 0.04%
48,559
+25
411
$11.9M 0.04%
+279,806
412
$11.9M 0.04%
107,265
-650
413
$11.9M 0.04%
85,637
+3,429
414
$11.8M 0.04%
376,568
-4,680
415
$11.8M 0.04%
350,529
+1,838
416
$11.8M 0.04%
251,169
-7,614
417
$11.7M 0.04%
398,184
+29,554
418
$11.7M 0.04%
+349,231
419
$11.6M 0.04%
112,469
+2,018
420
$11.6M 0.04%
166,124
-473
421
$11.5M 0.04%
344,868
+4,275
422
$11.5M 0.04%
293,237
-3,010
423
$11.5M 0.04%
256,394
+17,449
424
$11.5M 0.04%
107,785
+1,948
425
$11.4M 0.04%
94,569
+1,629
15 16
17
18 19