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
76
$85M 0.3%
385,953
-13,363
77
$84.9M 0.3%
376,335
+3,754
78
$75.1M 0.26%
777,269
+578,940
79
$74.3M 0.26%
1,187,034
-10,182
80
$72.6M 0.25%
361,057
-7,816
81
$71.1M 0.25%
641,937
+82,849
82
$71M 0.25%
290,081
+1,482
83
$69.8M 0.24%
1,333,850
-79,075
84
$69.7M 0.24%
1,712,136
+50,333
85
$69.5M 0.24%
1,139,120
-21,398
86
$68.6M 0.24%
278,708
+3,083
87
$68.4M 0.24%
936,423
+149
88
$67.2M 0.23%
97,248
-870
89
$67.2M 0.23%
752,138
+7,477
90
$66.8M 0.23%
965,607
+32,951
91
$66.5M 0.23%
1,361,203
+32,779
92
$65.5M 0.23%
+601,047
93
$65.4M 0.23%
+294,383
94
$64.6M 0.23%
891,661
-21,317
95
$63.5M 0.22%
137,937
+1,367
96
$63.3M 0.22%
680,388
+11,661
97
$61.8M 0.22%
+2,153,407
98
$61.1M 0.21%
113,458
+484
99
$59.9M 0.21%
792,673
+58,285
100
$59.1M 0.21%
586,500
-3,197
2 3
4
5 6