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
926
$2.77M 0.01%
32,859
-977
927
$2.76M 0.01%
14,026
-234
928
$2.75M 0.01%
60,287
-5,587
929
$2.74M 0.01%
15,250
-182
930
$2.74M 0.01%
118,808
-14,892
931
$2.74M 0.01%
91,900
-790
932
$2.73M 0.01%
70,406
+59,630
933
$2.73M 0.01%
54,967
-19,326
934
$2.73M 0.01%
120,614
+69,938
935
$2.72M 0.01%
83,418
+28,908
936
$2.71M 0.01%
184,060
-2,833
937
$2.7M 0.01%
66,022
+32,294
938
$2.69M 0.01%
21,421
-2,096
939
$2.67M 0.01%
67,449
-7,285
940
$2.67M 0.01%
+14,565
941
$2.67M 0.01%
522,770
-5,985
942
$2.66M 0.01%
159,180
+707
943
$2.66M 0.01%
75,320
+13,712
944
$2.66M 0.01%
7,233
-3,256
945
$2.66M 0.01%
101,161
+2,828
946
$2.66M 0.01%
43,835
-2,747
947
$2.65M 0.01%
79,056
-714
948
$2.64M 0.01%
34,744
-4,379
949
$2.64M 0.01%
130,080
-9,777
950
$2.63M 0.01%
123,452
+10,732
36 37
38
39 40