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
1051
$2.05M 0.01%
10,659
-5,716
1052
$2.05M 0.01%
16,478
+427
1053
$2.05M 0.01%
59,523
+640
1054
$2.04M 0.01%
224,405
-15,043
1055
$2.04M 0.01%
122,659
+1,310
1056
$2.04M 0.01%
21,848
+5,124
1057
$2.03M 0.01%
172,441
+2,352
1058
$2.03M 0.01%
8,975
-945
1059
$2.03M 0.01%
113,679
-56,261
1060
$2.03M 0.01%
39,697
+4,439
1061
$2.02M 0.01%
19,758
-1
1062
$2.02M 0.01%
117,069
+8,061
1063
$2.02M 0.01%
1,570
-3
1064
$2.01M 0.01%
47,017
+3,565
1065
$2.01M 0.01%
50,258
-856
1066
$2.01M 0.01%
59,891
+3,011
1067
$2M 0.01%
201,436
+23,543
1068
$2M 0.01%
95,334
+64,525
1069
$2M 0.01%
36,044
-2,314
1070
$2M 0.01%
68,709
-1,172
1071
$2M 0.01%
219,251
-2,250
1072
$1.99M 0.01%
27,321
+3,130
1073
$1.99M 0.01%
176,830
-21,433
1074
$1.99M 0.01%
129,945
+1,243
1075
$1.98M 0.01%
24,904
-63,712
41 42
43
44 45