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
901
$2.94M 0.01%
17,602
-100
902
$2.93M 0.01%
+17,075
903
$2.93M 0.01%
159,613
+24,297
904
$2.93M 0.01%
108,337
+34,238
905
$2.92M 0.01%
20,500
+1,350
906
$2.92M 0.01%
35,977
-866
907
$2.9M 0.01%
25,271
+2,204
908
$2.9M 0.01%
35,771
-225
909
$2.9M 0.01%
71,673
+4,175
910
$2.88M 0.01%
44,494
+21,195
911
$2.88M 0.01%
251,639
-1,725
912
$2.88M 0.01%
109,724
-11,786
913
$2.87M 0.01%
180,181
-94,458
914
$2.87M 0.01%
29,368
-45,322
915
$2.86M 0.01%
46,068
+264
916
$2.85M 0.01%
27,467
+15,029
917
$2.85M 0.01%
94,809
+8,514
918
$2.84M 0.01%
166,508
+7,262
919
$2.83M 0.01%
28,891
-9,367
920
$2.83M 0.01%
31,457
-5,732
921
$2.82M 0.01%
156,524
+1,902
922
$2.79M 0.01%
15,210
+2,907
923
$2.79M 0.01%
48,595
-131
924
$2.79M 0.01%
41,333
+12,579
925
$2.77M 0.01%
20,076
-582
35 36
37
38 39