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
951
$2.63M 0.01%
224,246
-27,073
952
$2.63M 0.01%
11,156
-1,939
953
$2.63M 0.01%
18,973
+1,255
954
$2.62M 0.01%
40,046
+231
955
$2.62M 0.01%
68,571
-4,174
956
$2.61M 0.01%
313,228
+10,138
957
$2.6M 0.01%
34,921
-9,888
958
$2.6M 0.01%
33,485
-10,142
959
$2.6M 0.01%
103,275
-2,931
960
$2.6M 0.01%
+119,061
961
$2.59M 0.01%
43,446
-11,169
962
$2.57M 0.01%
68,304
-15,665
963
$2.57M 0.01%
79,853
+12,324
964
$2.56M 0.01%
+23,393
965
$2.56M 0.01%
27,973
-323
966
$2.55M 0.01%
173,365
+14,123
967
$2.55M 0.01%
83,467
+56,026
968
$2.55M 0.01%
131,286
+76,766
969
$2.54M 0.01%
70,119
+8,065
970
$2.54M 0.01%
93,986
-13,587
971
$2.54M 0.01%
25,991
-165
972
$2.54M 0.01%
+15,112
973
$2.51M 0.01%
34,431
+5,493
974
$2.51M 0.01%
56,095
+2,320
975
$2.49M 0.01%
27,041
-1,280
37 38
39
40 41