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
651
$5.62M 0.02%
+138,748
652
$5.62M 0.02%
10,372
+191
653
$5.62M 0.02%
140,753
-5,947
654
$5.6M 0.02%
84,050
-3,053
655
$5.6M 0.02%
+249,496
656
$5.59M 0.02%
59,696
+750
657
$5.56M 0.02%
87,093
+13,085
658
$5.54M 0.02%
59,401
+1,130
659
$5.54M 0.02%
66,207
-1,164
660
$5.54M 0.02%
115,893
-6,823
661
$5.54M 0.02%
872
662
$5.52M 0.02%
13,432
+90
663
$5.51M 0.02%
73,573
-3,711
664
$5.5M 0.02%
78,234
-17,583
665
$5.5M 0.02%
62,273
-2,246
666
$5.48M 0.02%
183,671
-549,912
667
$5.47M 0.02%
32,658
-13,642
668
$5.46M 0.02%
54,971
-2,768
669
$5.44M 0.02%
142,984
-12,693
670
$5.43M 0.02%
46,986
-8,763
671
$5.42M 0.02%
274,310
-37
672
$5.4M 0.02%
223,281
-49,846
673
$5.38M 0.02%
4,545
-3
674
$5.37M 0.02%
87,668
-2,256
675
$5.35M 0.02%
86,053
+162
25 26
27
28 29