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
476
$9.67M 0.03%
896,749
-31,557
477
$9.67M 0.03%
58,013
-8,858
478
$9.6M 0.03%
961,389
+25,423
479
$9.59M 0.03%
45,606
+3,498
480
$9.58M 0.03%
99,397
+83,763
481
$9.57M 0.03%
287,462
-17,913
482
$9.56M 0.03%
196,394
-5,330
483
$9.55M 0.03%
168,127
-2,500
484
$9.52M 0.03%
+239,804
485
$9.52M 0.03%
169,691
+9,168
486
$9.47M 0.03%
+125,303
487
$9.44M 0.03%
108,358
-4,108
488
$9.43M 0.03%
174,324
-4,468
489
$9.4M 0.03%
63,158
+2,021
490
$9.39M 0.03%
99,561
-225
491
$9.36M 0.03%
131,974
+1,880
492
$9.35M 0.03%
179,917
+282
493
$9.28M 0.03%
550,912
+440,657
494
$9.26M 0.03%
312,660
+2,056
495
$9.21M 0.03%
128,880
-2,098
496
$9.16M 0.03%
96,885
+11,717
497
$9.15M 0.03%
42,489
+2,012
498
$9.14M 0.03%
180,362
+17,181
499
$9.13M 0.03%
567,943
+25,664
500
$9.1M 0.03%
150,655
-8,504
18 19
20
21 22