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
876
$3.09M 0.01%
97,679
+29,206
877
$3.09M 0.01%
144,106
+4,418
878
$3.08M 0.01%
86,771
+53,866
879
$3.07M 0.01%
635,222
+350
880
$3.07M 0.01%
49,550
+903
881
$3.06M 0.01%
39,070
-371
882
$3.04M 0.01%
227,358
-3,892
883
$3.03M 0.01%
267,163
-13,911
884
$3.02M 0.01%
47,791
-5,024
885
$3.01M 0.01%
41,985
-751
886
$3.01M 0.01%
14,527
-913
887
$2.99M 0.01%
94,067
-210,898
888
$2.99M 0.01%
28,183
-109
889
$2.98M 0.01%
47,975
+258
890
$2.98M 0.01%
20,482
+2,326
891
$2.98M 0.01%
+49,936
892
$2.97M 0.01%
213,664
-4,314
893
$2.97M 0.01%
177,412
+1,095
894
$2.97M 0.01%
108,426
+16,457
895
$2.97M 0.01%
47,700
+144
896
$2.96M 0.01%
24,293
+151
897
$2.95M 0.01%
68,100
+2,576
898
$2.95M 0.01%
65,150
+621
899
$2.95M 0.01%
59,961
+11,136
900
$2.95M 0.01%
155,148
+75,082