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
676
$5.33M 0.02%
256,310
+135,742
677
$5.33M 0.02%
130,626
+3,827
678
$5.33M 0.02%
21,875
-4,332
679
$5.31M 0.02%
60,250
-1,192
680
$5.31M 0.02%
40,180
+8,108
681
$5.3M 0.02%
63,665
+51,358
682
$5.27M 0.02%
163,840
+9,886
683
$5.27M 0.02%
280,957
-8,869
684
$5.27M 0.02%
148,910
+54,246
685
$5.24M 0.02%
84,101
-1,627
686
$5.22M 0.02%
222,494
-83,479
687
$5.21M 0.02%
46,358
+18,276
688
$5.2M 0.02%
210,669
-29,027
689
$5.2M 0.02%
118,473
+86,477
690
$5.18M 0.02%
30,908
+534
691
$5.15M 0.02%
405,304
+59,518
692
$5.11M 0.02%
274,311
+46,357
693
$5.1M 0.02%
+46,804
694
$5.1M 0.02%
1,449,868
-52,650
695
$5.1M 0.02%
57,291
-215
696
$5.1M 0.02%
48,066
+10,666
697
$5.09M 0.02%
138,824
-175,298
698
$5.08M 0.02%
119,040
+8,346
699
$5.04M 0.02%
636,551
+6,790
700
$5.04M 0.02%
+113,196
26 27
28
29 30