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
1001
$2.37M 0.01%
82,865
+75,414
1002
$2.37M 0.01%
32,594
-16,523
1003
$2.37M 0.01%
30,053
-28,253
1004
$2.35M 0.01%
9,178
-2,624
1005
$2.35M 0.01%
75,084
-10,357
1006
$2.34M 0.01%
69,301
-8,748
1007
$2.34M 0.01%
34,477
+7,407
1008
$2.33M 0.01%
70,594
+61,579
1009
$2.31M 0.01%
29,132
+14,941
1010
$2.31M 0.01%
137,372
-325
1011
$2.29M 0.01%
+84,497
1012
$2.27M 0.01%
20,137
-135
1013
$2.27M 0.01%
18,642
-20,873
1014
$2.26M 0.01%
60,948
-3,107
1015
$2.26M 0.01%
56,150
+12,965
1016
$2.26M 0.01%
42,464
+1,902
1017
$2.24M 0.01%
596,901
+54,599
1018
$2.24M 0.01%
38,105
-2,238
1019
$2.23M 0.01%
21,093
+2,462
1020
$2.23M 0.01%
55,085
+2,935
1021
$2.23M 0.01%
127,929
+7,380
1022
$2.23M 0.01%
70,157
-16,169
1023
$2.23M 0.01%
82,542
-380
1024
$2.23M 0.01%
53,206
+16,346
1025
$2.22M 0.01%
22,469
+155
39 40
41
42 43