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
26
$181M 0.63%
376,742
+14,893
27
$179M 0.62%
1,685,822
-4,214
28
$176M 0.61%
1,158,686
-725
29
$173M 0.6%
1,993,400
-147,790
30
$169M 0.59%
1,071,003
+27,243
31
$166M 0.58%
+487,471
32
$166M 0.58%
3,592,120
+63,504
33
$157M 0.55%
1,641,699
-6,609
34
$146M 0.51%
1,566,379
-57,299
35
$142M 0.5%
2,008,927
+40,539
36
$141M 0.49%
3,387,165
-34,734
37
$140M 0.49%
1,156,243
+117
38
$134M 0.47%
1,710,726
+108,126
39
$134M 0.47%
1,246,515
+24,657
40
$133M 0.46%
1,086,479
+7,596
41
$133M 0.46%
2,400,518
+384,789
42
$131M 0.46%
2,540,415
-3,415
43
$131M 0.46%
422,831
-2,284
44
$129M 0.45%
+1,313,728
45
$125M 0.44%
307,727
-7,599
46
$125M 0.44%
676,049
+22,645
47
$125M 0.44%
927,957
-25,696
48
$124M 0.43%
315,006
+9,349
49
$122M 0.43%
1,543,675
-548,678
50
$120M 0.42%
256,629
+11,896
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