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
526
$8.38M 0.03%
164,864
+5,159
527
$8.38M 0.03%
86,668
+15,511
528
$8.37M 0.03%
142,262
+7,903
529
$8.36M 0.03%
260,203
-22,135
530
$8.35M 0.03%
9,341
+6,370
531
$8.35M 0.03%
198,585
-4,611
532
$8.33M 0.03%
271,820
+11,982
533
$8.24M 0.03%
72,389
-3,035
534
$8.19M 0.03%
328,390
-36,817
535
$8.13M 0.03%
+141,123
536
$8.06M 0.03%
142,846
+16,666
537
$7.97M 0.03%
33,876
+2,417
538
$7.96M 0.03%
175,838
-42,335
539
$7.96M 0.03%
842,837
+103,912
540
$7.94M 0.03%
88,446
+174
541
$7.88M 0.03%
88,000
+3,257
542
$7.87M 0.03%
65,539
+2,228
543
$7.84M 0.03%
108,901
-89
544
$7.83M 0.03%
50,029
-13,294
545
$7.8M 0.03%
+41,199
546
$7.67M 0.03%
50,371
+2,731
547
$7.66M 0.03%
94,311
-19,854
548
$7.65M 0.03%
52,097
-1,946
549
$7.58M 0.03%
64,992
+7,586
550
$7.56M 0.03%
82,608
+587
20 21
22
23 24