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
1076
$1.97M 0.01%
304,597
-4,633
1077
$1.97M 0.01%
83,445
-93,422
1078
$1.97M 0.01%
6,833
-333
1079
$1.97M 0.01%
50,050
-19,543
1080
$1.97M 0.01%
3,642
-963
1081
$1.97M 0.01%
28,471
+11,163
1082
$1.97M 0.01%
104,992
+2,440
1083
$1.96M 0.01%
48,613
+6,400
1084
$1.95M 0.01%
75,738
+44,233
1085
$1.95M 0.01%
14,888
-265
1086
$1.94M 0.01%
43,450
+15,477
1087
$1.94M 0.01%
32,382
-5,863
1088
$1.93M 0.01%
19,016
-247
1089
$1.93M 0.01%
8,830
+510
1090
$1.93M 0.01%
70,973
-3,479
1091
$1.93M 0.01%
73,484
-30,436
1092
$1.92M 0.01%
42,205
+2,413
1093
$1.92M 0.01%
42,341
-340
1094
$1.91M 0.01%
38,217
-4,903
1095
$1.91M 0.01%
12,550
+480
1096
$1.91M 0.01%
126,077
-4,064
1097
$1.9M 0.01%
53,716
-15,109
1098
$1.89M 0.01%
17,071
+739
1099
$1.89M 0.01%
82,580
+3,472
1100
$1.89M 0.01%
85,063
+4,104
42 43
44
45 46