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
426
$11.4M 0.04%
371,653
+271,750
427
$11.4M 0.04%
263,657
+13,203
428
$11.4M 0.04%
147,169
+14,487
429
$11.4M 0.04%
40,652
+841
430
$11.4M 0.04%
4,214
-121
431
$11.3M 0.04%
123,281
+18,071
432
$11.3M 0.04%
222,915
+123,454
433
$11.2M 0.04%
427,278
+84,273
434
$11.1M 0.04%
201,083
-7,506
435
$11.1M 0.04%
83,634
-13,643
436
$11M 0.04%
113,561
+6,614
437
$11M 0.04%
229,943
+17,673
438
$10.9M 0.04%
307,174
-10,663
439
$10.8M 0.04%
426,841
+15,383
440
$10.8M 0.04%
367,773
-6,192
441
$10.8M 0.04%
123,020
+5,646
442
$10.8M 0.04%
72,115
+726
443
$10.7M 0.04%
26,688
+1,438
444
$10.7M 0.04%
54,016
-8,126
445
$10.7M 0.04%
398,763
+19,934
446
$10.6M 0.04%
54,429
-7,583
447
$10.6M 0.04%
77,613
-3,399
448
$10.6M 0.04%
116,641
+2,999
449
$10.6M 0.04%
400,126
-9,185
450
$10.6M 0.04%
360,748
+24,927
16 17
18
19 20