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
701
$4.99M 0.02%
235,548
+59,122
702
$4.99M 0.02%
53,985
+1,074
703
$4.99M 0.02%
+44,681
704
$4.97M 0.02%
24,198
-1,255
705
$4.97M 0.02%
203,799
-72,830
706
$4.92M 0.02%
68,814
-5,773
707
$4.91M 0.02%
51,674
+521
708
$4.88M 0.02%
197,846
+34,962
709
$4.84M 0.02%
67,316
-82
710
$4.84M 0.02%
522,239
-43,339
711
$4.82M 0.02%
14,502
+3,154
712
$4.82M 0.02%
150,984
+29,883
713
$4.79M 0.02%
129,152
+17,688
714
$4.79M 0.02%
10,914
+1,122
715
$4.78M 0.02%
43,715
+10,158
716
$4.77M 0.02%
15,731
+1,701
717
$4.77M 0.02%
10,330
+665
718
$4.75M 0.02%
13,757
+605
719
$4.72M 0.02%
186,657
-1,107
720
$4.72M 0.02%
226,549
+10,407
721
$4.71M 0.02%
317,888
+1,259
722
$4.7M 0.02%
251,310
+12,043
723
$4.68M 0.02%
144,980
+3,718
724
$4.68M 0.02%
41,711
-5,521
725
$4.67M 0.02%
75,533
+47,589
27 28
29
30 31