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
826
$3.58M 0.01%
108,524
+28,054
827
$3.57M 0.01%
53,308
+2,137
828
$3.56M 0.01%
34,168
-1,512
829
$3.56M 0.01%
106,569
-7,888
830
$3.55M 0.01%
75,465
+1,826
831
$3.52M 0.01%
428,350
+11,706
832
$3.51M 0.01%
302,436
+283,310
833
$3.47M 0.01%
9,909
-595
834
$3.47M 0.01%
54,524
-20
835
$3.45M 0.01%
131,395
+11,025
836
$3.44M 0.01%
98,470
-23,150
837
$3.44M 0.01%
97,173
-10,253
838
$3.43M 0.01%
69,159
-1,063
839
$3.4M 0.01%
99,484
-201,683
840
$3.4M 0.01%
+14,150
841
$3.39M 0.01%
36,920
+1,234
842
$3.39M 0.01%
132,722
-4,431
843
$3.37M 0.01%
23,907
-6,090
844
$3.36M 0.01%
23,886
+2,744
845
$3.36M 0.01%
2,913
+124
846
$3.34M 0.01%
22,449
+18,342
847
$3.32M 0.01%
179,820
-4,822
848
$3.3M 0.01%
67,455
+7,089
849
$3.3M 0.01%
46,141
-1,215
850
$3.29M 0.01%
19,839
+349
32 33
34
35 36