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
801
$3.83M 0.01%
+1,535
802
$3.82M 0.01%
50,954
-17,091
803
$3.81M 0.01%
50,016
+4,532
804
$3.79M 0.01%
123,313
+3,144
805
$3.77M 0.01%
+48,561
806
$3.77M 0.01%
67,305
+758
807
$3.76M 0.01%
14,944
+186
808
$3.76M 0.01%
48,726
+376
809
$3.76M 0.01%
+95,806
810
$3.75M 0.01%
89,050
+4,099
811
$3.74M 0.01%
57,054
-10,593
812
$3.72M 0.01%
12,944
+162
813
$3.71M 0.01%
+31,255
814
$3.68M 0.01%
21,762
+723
815
$3.68M 0.01%
106,821
+2,330
816
$3.67M 0.01%
110,609
+28,099
817
$3.66M 0.01%
129,121
-3,222
818
$3.65M 0.01%
76,623
-15,477
819
$3.65M 0.01%
79,942
+1,250
820
$3.65M 0.01%
148,370
-125,612
821
$3.65M 0.01%
127,161
-2,109
822
$3.64M 0.01%
106,616
-4,979
823
$3.64M 0.01%
93,530
-1,651
824
$3.61M 0.01%
82,622
+50,954
825
$3.6M 0.01%
24,466
+149
31 32
33
34 35