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
501
$9.08M 0.03%
85,042
+3,392
502
$9.07M 0.03%
150,984
-9,660
503
$9.03M 0.03%
20,264
+427
504
$9.01M 0.03%
198,317
-11,410
505
$8.92M 0.03%
181,684
+3,753
506
$8.91M 0.03%
92,992
+2,000
507
$8.91M 0.03%
154,280
+54,383
508
$8.9M 0.03%
469,903
+715
509
$8.9M 0.03%
291,735
-8,610
510
$8.83M 0.03%
+250,225
511
$8.81M 0.03%
23,105
-1,062
512
$8.81M 0.03%
23,514
+493
513
$8.77M 0.03%
132,522
+8,830
514
$8.72M 0.03%
+56,954
515
$8.7M 0.03%
30,549
+11,871
516
$8.7M 0.03%
79,543
+11,365
517
$8.66M 0.03%
106,897
+17,706
518
$8.62M 0.03%
195,227
+19,663
519
$8.59M 0.03%
+44,631
520
$8.56M 0.03%
130,795
+18,660
521
$8.47M 0.03%
43,154
-2,690
522
$8.45M 0.03%
346,754
+1,725
523
$8.42M 0.03%
168,468
+3,358
524
$8.4M 0.03%
54,834
+3,021
525
$8.39M 0.03%
143,089
+5,034
19 20
21
22 23