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
751
$4.34M 0.02%
+148,675
752
$4.34M 0.02%
30,340
-2,779
753
$4.33M 0.02%
73,858
-42,159
754
$4.31M 0.02%
68,854
+2,529
755
$4.3M 0.02%
275,106
-32,522
756
$4.28M 0.01%
84,533
-8,643
757
$4.27M 0.01%
72,310
+738
758
$4.27M 0.01%
14,624
+8,582
759
$4.25M 0.01%
221,485
-1,361
760
$4.23M 0.01%
40,796
+8,954
761
$4.21M 0.01%
264,776
+2,020
762
$4.2M 0.01%
420,502
-134,495
763
$4.19M 0.01%
58,838
-4,934
764
$4.19M 0.01%
200,481
+47,477
765
$4.17M 0.01%
25,349
+1,934
766
$4.16M 0.01%
56,851
-9,126
767
$4.16M 0.01%
110,160
-3,788
768
$4.15M 0.01%
330,971
+35,655
769
$4.14M 0.01%
54,495
-4,705
770
$4.12M 0.01%
28,323
+1,644
771
$4.12M 0.01%
18,747
+2,342
772
$4.12M 0.01%
35,216
-3,148
773
$4.1M 0.01%
438,660
+7,431
774
$4.1M 0.01%
251,735
+4,539
775
$4.09M 0.01%
+89,866
29 30
31
32 33