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
51
$118M 0.41%
1,704,000
+22,689
52
$114M 0.4%
2,177,553
+21,669
53
$112M 0.39%
4,872,461
+12,832
54
$108M 0.38%
1,598,558
-4,451
55
$107M 0.37%
2,182,818
-19,607
56
$105M 0.37%
402,408
-11,059
57
$105M 0.36%
236,393
+346
58
$104M 0.36%
347,497
+2,033
59
$104M 0.36%
578,469
-9,090
60
$103M 0.36%
2,099,305
-82,842
61
$103M 0.36%
687,972
-123,194
62
$103M 0.36%
197,122
+3,031
63
$101M 0.35%
2,706,830
+225,446
64
$99.7M 0.35%
1,022,765
-3,159
65
$99.4M 0.35%
2,710,388
+47,807
66
$98.5M 0.34%
904,767
-12,653
67
$98M 0.34%
1,317,946
+25,865
68
$95M 0.33%
1,279,727
+12,124
69
$94.8M 0.33%
1,573,891
+35,692
70
$94.2M 0.33%
1,858,933
+29,760
71
$92.2M 0.32%
924,853
-238,266
72
$89.8M 0.31%
670,863
-2,818
73
$89M 0.31%
310,218
+6,312
74
$88.8M 0.31%
1,008,396
+10,493
75
$86.7M 0.3%
533,603
-9,059
1 2
3
4 5