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
1151
$1.71M 0.01%
19,296
-1,587
1152
$1.71M 0.01%
39,261
+21,464
1153
$1.7M 0.01%
9,677
+2,445
1154
$1.7M 0.01%
160,244
+2,318
1155
$1.7M 0.01%
202,628
+19,059
1156
$1.7M 0.01%
110,463
-32,338
1157
$1.69M 0.01%
35,971
+1,503
1158
$1.69M 0.01%
26,908
+1,226
1159
$1.68M 0.01%
65,588
+951
1160
$1.68M 0.01%
68,304
-5,963
1161
$1.67M 0.01%
78,690
+3,323
1162
$1.67M 0.01%
49,140
-3,736
1163
$1.67M 0.01%
21,998
-540
1164
$1.66M 0.01%
50,398
+2,140
1165
$1.66M 0.01%
7,530
-512
1166
$1.66M 0.01%
443,963
+6,453
1167
$1.66M 0.01%
19,510
+1,272
1168
$1.65M 0.01%
170,846
+15,582
1169
$1.65M 0.01%
66,387
+14,846
1170
$1.65M 0.01%
134,250
-5,500
1171
$1.64M 0.01%
38,293
+620
1172
$1.64M 0.01%
41,827
-3,816
1173
$1.64M 0.01%
86,790
+3,088
1174
$1.64M 0.01%
34,993
-3,315
1175
$1.63M 0.01%
30,146
-1,449