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
1101
$1.88M 0.01%
6,997
+558
1102
$1.88M 0.01%
134,303
-8,776
1103
$1.87M 0.01%
59,742
-304
1104
$1.87M 0.01%
17,189
+1,256
1105
$1.87M 0.01%
57,110
+15,215
1106
$1.86M 0.01%
85,731
-12,218
1107
$1.86M 0.01%
38,022
+7,117
1108
$1.85M 0.01%
+109,412
1109
$1.85M 0.01%
18,779
-13,125
1110
$1.85M 0.01%
17,307
+9,015
1111
$1.84M 0.01%
5,301
-1,084
1112
$1.84M 0.01%
50,521
-1,561
1113
$1.83M 0.01%
35,999
+10,209
1114
$1.83M 0.01%
44,090
+3,001
1115
$1.83M 0.01%
39,640
+295
1116
$1.82M 0.01%
9,760
-228
1117
$1.82M 0.01%
+256,247
1118
$1.81M 0.01%
5,371
+2,309
1119
$1.81M 0.01%
68,045
-8,037
1120
$1.81M 0.01%
48,984
+1,528
1121
$1.81M 0.01%
17,512
+569
1122
$1.8M 0.01%
50,262
+2,379
1123
$1.8M 0.01%
14,252
+325
1124
$1.8M 0.01%
352,234
+8,714
1125
$1.79M 0.01%
81,976
+556
43 44
45
46 47