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
576
$7.16M 0.03%
132,753
+2,720
577
$7.14M 0.02%
138,523
+79,005
578
$7.12M 0.02%
102,920
-925
579
$7.08M 0.02%
24,579
+68
580
$7.08M 0.02%
165,275
+4,969
581
$7.04M 0.02%
158,938
+132,084
582
$7.04M 0.02%
183,813
+100,173
583
$7.03M 0.02%
391,702
+1,752
584
$7.02M 0.02%
229,684
-1,886
585
$7.01M 0.02%
97,615
-6,977
586
$7M 0.02%
21,478
+373
587
$7M 0.02%
5,058
+82
588
$6.94M 0.02%
428,607
+3,102
589
$6.94M 0.02%
37,804
-3,214
590
$6.91M 0.02%
49,861
+7,576
591
$6.9M 0.02%
65,556
+3,229
592
$6.9M 0.02%
174,313
-66,342
593
$6.8M 0.02%
132,465
+8,322
594
$6.77M 0.02%
312,201
+787
595
$6.74M 0.02%
135,662
-3,352
596
$6.72M 0.02%
133,846
-1,534
597
$6.71M 0.02%
32,609
-358
598
$6.7M 0.02%
70,157
+3,245
599
$6.68M 0.02%
32,639
+3,899
600
$6.67M 0.02%
+70,738
22 23
24
25 26