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
1026
$2.22M 0.01%
56,668
-36,539
1027
$2.21M 0.01%
32,672
-692
1028
$2.2M 0.01%
39,295
-90
1029
$2.2M 0.01%
49,737
+18,323
1030
$2.19M 0.01%
+68,704
1031
$2.19M 0.01%
48,774
+5,333
1032
$2.19M 0.01%
60,772
+9,671
1033
$2.18M 0.01%
60,857
+939
1034
$2.18M 0.01%
302,814
-63,568
1035
$2.17M 0.01%
+19,132
1036
$2.17M 0.01%
15,950
-656
1037
$2.17M 0.01%
44,389
+6,904
1038
$2.17M 0.01%
192,873
-8,543
1039
$2.15M 0.01%
84,143
+11,186
1040
$2.14M 0.01%
171,985
+1,805
1041
$2.12M 0.01%
69,132
-16,346
1042
$2.12M 0.01%
+9,247
1043
$2.1M 0.01%
12,539
-3,141
1044
$2.1M 0.01%
11,541
-1,757
1045
$2.1M 0.01%
37,335
+21,686
1046
$2.09M 0.01%
32,307
-496
1047
$2.07M 0.01%
179,151
-24,087
1048
$2.07M 0.01%
71,934
+53,055
1049
$2.07M 0.01%
4,752
+196
1050
$2.05M 0.01%
609,751
+31,801
40 41
42
43 44