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
976
$2.49M 0.01%
199,334
-3,025
977
$2.47M 0.01%
92,942
-17,169
978
$2.47M 0.01%
28,517
-838
979
$2.47M 0.01%
137,115
-2,035
980
$2.47M 0.01%
+6,972
981
$2.46M 0.01%
139,290
-27,005
982
$2.46M 0.01%
138,737
+20,478
983
$2.46M 0.01%
72,402
-43,893
984
$2.45M 0.01%
+122,529
985
$2.45M 0.01%
+23,513
986
$2.44M 0.01%
45,190
987
$2.44M 0.01%
48,266
-9
988
$2.43M 0.01%
88,682
-5,156
989
$2.43M 0.01%
97,535
+68,475
990
$2.42M 0.01%
101,310
+2,314
991
$2.42M 0.01%
38,273
+5,686
992
$2.42M 0.01%
28,920
-329
993
$2.42M 0.01%
19,256
-815
994
$2.4M 0.01%
42,630
-258
995
$2.4M 0.01%
219,833
-4,336
996
$2.38M 0.01%
43,442
-1,861
997
$2.38M 0.01%
40,352
+1,430
998
$2.38M 0.01%
41,707
-810
999
$2.37M 0.01%
106,131
+3,975
1000
$2.37M 0.01%
14,844
+5,061
38 39
40
41 42