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
626
$6.05M 0.02%
71,619
-2,775
627
$6.04M 0.02%
53,644
+22,157
628
$6.03M 0.02%
333,356
+117,057
629
$6.01M 0.02%
212,184
+3,403
630
$5.98M 0.02%
96,830
-1,421
631
$5.93M 0.02%
70,397
+10,261
632
$5.93M 0.02%
1,421,588
-14,130
633
$5.93M 0.02%
102,901
+7,788
634
$5.92M 0.02%
130,959
+95,970
635
$5.89M 0.02%
172,727
+135,913
636
$5.88M 0.02%
132,870
-4,015
637
$5.86M 0.02%
54,181
-3,104
638
$5.86M 0.02%
33,294
-2,092
639
$5.86M 0.02%
40,809
-528
640
$5.82M 0.02%
51,504
-5,929
641
$5.75M 0.02%
134,182
-58,279
642
$5.74M 0.02%
214,000
-27,717
643
$5.73M 0.02%
133,848
+4,350
644
$5.7M 0.02%
349,896
+108,732
645
$5.7M 0.02%
232,497
+1,247
646
$5.68M 0.02%
411,693
+12,807
647
$5.66M 0.02%
68,271
-8,452
648
$5.65M 0.02%
90,144
-585
649
$5.65M 0.02%
98,535
-6,775
650
$5.63M 0.02%
+107,252
24 25
26
27 28