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
1126
$1.79M 0.01%
60,795
+3,563
1127
$1.78M 0.01%
17,401
-538
1128
$1.78M 0.01%
53,322
-22,144
1129
$1.78M 0.01%
61,272
-1,263
1130
$1.77M 0.01%
121,785
+19,353
1131
$1.77M 0.01%
142,453
+1,243
1132
$1.76M 0.01%
20,617
-811
1133
$1.76M 0.01%
45,190
-6,224
1134
$1.76M 0.01%
65,681
-9,568
1135
$1.75M 0.01%
55,231
+2,704
1136
$1.75M 0.01%
189,846
-106,104
1137
$1.75M 0.01%
31,528
+1,533
1138
$1.75M 0.01%
43,961
-100
1139
$1.75M 0.01%
27,562
-6,074
1140
$1.74M 0.01%
58,855
-1,562
1141
$1.74M 0.01%
14,598
+1,121
1142
$1.73M 0.01%
30,466
-3,881
1143
$1.73M 0.01%
16,647
+2,355
1144
$1.73M 0.01%
24,550
-4,355
1145
$1.72M 0.01%
6,464
-186
1146
$1.72M 0.01%
+47,759
1147
$1.72M 0.01%
29,181
+1,628
1148
$1.72M 0.01%
48,435
+26,026
1149
$1.72M 0.01%
45,443
+3,040
1150
$1.71M 0.01%
+24,775
44 45
46
47 48