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
601
$6.6M 0.02%
80,373
-2,685
602
$6.58M 0.02%
75,833
-1,660
603
$6.58M 0.02%
65,385
+56,975
604
$6.57M 0.02%
369,489
+58,166
605
$6.55M 0.02%
35,355
-650
606
$6.48M 0.02%
275,606
-1,477
607
$6.45M 0.02%
156,850
-8,678
608
$6.44M 0.02%
311,163
+56,660
609
$6.44M 0.02%
90,813
+15,334
610
$6.4M 0.02%
85,288
+17,845
611
$6.38M 0.02%
187,637
+120,618
612
$6.37M 0.02%
135,014
-13,350
613
$6.37M 0.02%
74,332
+8,698
614
$6.3M 0.02%
60,734
-21,961
615
$6.25M 0.02%
153,506
-3,209
616
$6.21M 0.02%
79,352
+1,898
617
$6.2M 0.02%
67,741
-57
618
$6.14M 0.02%
116,183
+3,407
619
$6.12M 0.02%
53,225
+578
620
$6.12M 0.02%
812,320
-23,804
621
$6.09M 0.02%
111,349
-10,114
622
$6.08M 0.02%
270,615
-3,904
623
$6.07M 0.02%
20,699
+2,481
624
$6.07M 0.02%
224,866
+55,825
625
$6.06M 0.02%
76,648
+51,614
23 24
25
26 27