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
551
$7.55M 0.03%
+131,259
552
$7.53M 0.03%
179,899
-296,284
553
$7.53M 0.03%
59,658
+911
554
$7.52M 0.03%
68,439
-20,495
555
$7.48M 0.03%
36,094
-1,755
556
$7.44M 0.03%
34,214
+77
557
$7.42M 0.03%
32,992
-121
558
$7.41M 0.03%
57,670
+13,061
559
$7.41M 0.03%
319,732
+25,500
560
$7.41M 0.03%
157,565
+2,865
561
$7.4M 0.03%
286,513
-323
562
$7.39M 0.03%
106,444
+9,466
563
$7.38M 0.03%
110,967
-34,569
564
$7.38M 0.03%
150,306
+133,458
565
$7.38M 0.03%
9,409
+126
566
$7.34M 0.03%
24,830
+498
567
$7.33M 0.03%
30,212
+1,820
568
$7.28M 0.03%
+56,793
569
$7.28M 0.03%
87,063
-60,551
570
$7.26M 0.03%
86,733
+121
571
$7.24M 0.03%
182,751
-8,775
572
$7.23M 0.03%
67,527
-3,493
573
$7.23M 0.03%
72,666
+59,971
574
$7.21M 0.03%
116,512
-18,875
575
$7.17M 0.03%
225,985
-4,515
21 22
23
24 25