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
451
$10.6M 0.04%
222,588
+7,833
452
$10.5M 0.04%
157,700
+4,980
453
$10.5M 0.04%
522,623
+17,609
454
$10.4M 0.04%
95,087
+126
455
$10.4M 0.04%
44,200
-1,983
456
$10.3M 0.04%
212,158
+8,343
457
$10.3M 0.04%
349,417
+20,796
458
$10.2M 0.04%
94,573
-3,371
459
$10.2M 0.04%
187,583
+4,821
460
$10.1M 0.04%
163,086
+4,427
461
$10.1M 0.04%
486,673
+43,324
462
$10.1M 0.04%
103,188
-4,366
463
$10M 0.04%
18,851
+4,374
464
$9.98M 0.03%
176,858
-7,982
465
$9.98M 0.03%
123,061
-40,340
466
$9.96M 0.03%
82,084
-17,790
467
$9.95M 0.03%
199,632
+15,710
468
$9.93M 0.03%
520,367
+66,479
469
$9.84M 0.03%
79,478
+2,262
470
$9.8M 0.03%
199,367
+184,712
471
$9.77M 0.03%
105,614
+8,200
472
$9.72M 0.03%
153,807
-6,557
473
$9.71M 0.03%
98,708
-986
474
$9.7M 0.03%
314,060
+23,274
475
$9.7M 0.03%
412,994
-92,551
17 18
19
20 21