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
1176
$1.63M 0.01%
6,667
-799
1177
$1.62M 0.01%
73,542
+58,937
1178
$1.61M 0.01%
55,069
-13,132
1179
$1.61M 0.01%
45,879
-22,704
1180
$1.61M 0.01%
+17,592
1181
$1.6M 0.01%
110,240
+72,699
1182
$1.6M 0.01%
28,153
+1,990
1183
$1.6M 0.01%
61,272
-31,210
1184
$1.6M 0.01%
52,174
+11,778
1185
$1.6M 0.01%
+37,064
1186
$1.59M 0.01%
20,717
-14,459
1187
$1.59M 0.01%
24,417
-1,001
1188
$1.58M 0.01%
43,052
+5,230
1189
$1.58M 0.01%
37,109
+7,018
1190
$1.58M 0.01%
21,797
-4,270
1191
$1.58M 0.01%
40,382
+1,531
1192
$1.58M 0.01%
58,029
1193
$1.57M 0.01%
69,118
-1,795
1194
$1.57M 0.01%
52,843
-4,943
1195
$1.57M 0.01%
232,716
+11,254
1196
$1.56M 0.01%
49,383
+2,262
1197
$1.56M 0.01%
10,861
-1,886
1198
$1.56M 0.01%
+25,548
1199
$1.56M 0.01%
23,648
-2,877
1200
$1.55M 0.01%
3,305
+10