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
776
$4.08M 0.01%
45,802
-1,065
777
$4.07M 0.01%
12,275
+332
778
$4.07M 0.01%
459,420
-6,875
779
$4.04M 0.01%
113,324
+5,548
780
$4.02M 0.01%
179,297
-31,051
781
$4.01M 0.01%
343,442
+2,873
782
$4M 0.01%
47,067
-2,623
783
$3.99M 0.01%
157,627
-24,928
784
$3.98M 0.01%
30,082
+1,061
785
$3.98M 0.01%
51,495
+3,788
786
$3.94M 0.01%
82,953
-32,743
787
$3.92M 0.01%
61,111
-23,224
788
$3.91M 0.01%
162,775
+4,291
789
$3.9M 0.01%
46,593
+1,125
790
$3.9M 0.01%
46,538
+1,388
791
$3.89M 0.01%
117,187
-32,048
792
$3.89M 0.01%
88,062
+21,591
793
$3.88M 0.01%
+88,185
794
$3.87M 0.01%
106,861
-1,634
795
$3.87M 0.01%
+47,251
796
$3.87M 0.01%
+231,770
797
$3.87M 0.01%
15,970
-516
798
$3.85M 0.01%
29,499
+9,356
799
$3.85M 0.01%
83,321
+54,008
800
$3.83M 0.01%
292,322
+11,728