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
726
$4.67M 0.02%
72,298
-25,550
727
$4.67M 0.02%
123,733
-11,880
728
$4.64M 0.02%
137,751
+5,184
729
$4.62M 0.02%
592,646
-3,997
730
$4.61M 0.02%
13,454
+309
731
$4.59M 0.02%
709,854
+31,529
732
$4.59M 0.02%
5,671
-2,865
733
$4.56M 0.02%
70,842
+7,089
734
$4.54M 0.02%
13,986
+7,855
735
$4.53M 0.02%
10,885
-214
736
$4.53M 0.02%
19,720
+4,813
737
$4.53M 0.02%
432,179
-3,110
738
$4.52M 0.02%
71,658
+554
739
$4.52M 0.02%
110,147
+28,001
740
$4.47M 0.02%
205,556
-382,717
741
$4.46M 0.02%
590,708
-60
742
$4.43M 0.02%
19,673
-1,332
743
$4.42M 0.02%
37,639
+35,899
744
$4.42M 0.02%
16,265
+864
745
$4.37M 0.02%
17,449
-223
746
$4.36M 0.02%
45,277
+102
747
$4.36M 0.02%
32,045
+6,647
748
$4.35M 0.02%
126,384
+11,207
749
$4.35M 0.02%
151,095
+6,124
750
$4.34M 0.02%
53,653
+1,490
28 29
30
31 32