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
851
$3.28M 0.01%
38,969
+3,912
852
$3.28M 0.01%
103,572
+6,158
853
$3.27M 0.01%
28,674
-10,120
854
$3.26M 0.01%
36,778
-7,817
855
$3.25M 0.01%
90,938
-2,685
856
$3.25M 0.01%
14,683
-1,316
857
$3.23M 0.01%
49,532
-1,910
858
$3.23M 0.01%
57,145
-14,454
859
$3.22M 0.01%
24,751
-1,806
860
$3.2M 0.01%
26,893
+136
861
$3.18M 0.01%
219,436
-61,077
862
$3.18M 0.01%
21,379
-355
863
$3.18M 0.01%
101,086
+6,058
864
$3.18M 0.01%
46,418
+8,422
865
$3.17M 0.01%
32,684
+2,638
866
$3.16M 0.01%
92,269
-2,191
867
$3.15M 0.01%
41,422
+666
868
$3.14M 0.01%
50,181
-184
869
$3.13M 0.01%
97,868
-10,702
870
$3.12M 0.01%
73,098
+2,537
871
$3.12M 0.01%
53,207
+1,184
872
$3.11M 0.01%
+153,641
873
$3.11M 0.01%
20,002
-543
874
$3.11M 0.01%
38,812
-1,125
875
$3.1M 0.01%
6,928
-1,469
33 34
35
36 37