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
1201
$1.55M 0.01%
124,588
-9,464
1202
$1.55M 0.01%
45,258
-41,348
1203
$1.54M 0.01%
37,280
-2,554
1204
$1.53M 0.01%
781,074
-71,630
1205
$1.53M 0.01%
13,309
-290
1206
$1.53M 0.01%
36,299
-13,873
1207
$1.52M 0.01%
46,595
+2,789
1208
$1.52M 0.01%
21,931
+2,080
1209
$1.52M 0.01%
20,707
-694
1210
$1.51M 0.01%
30,173
+1
1211
$1.5M 0.01%
16,974
-67,633
1212
$1.49M 0.01%
29,226
+12,824
1213
$1.48M 0.01%
39,677
+11,298
1214
$1.48M 0.01%
12,447
+20
1215
$1.48M 0.01%
34,233
+4,619
1216
$1.48M 0.01%
21,859
-322
1217
$1.48M 0.01%
+16,331
1218
$1.47M 0.01%
31,738
+19
1219
$1.47M 0.01%
69,733
-1,318
1220
$1.46M 0.01%
69,269
-2,895
1221
$1.46M 0.01%
7,915
+307
1222
$1.45M 0.01%
31,745
+9,715
1223
$1.45M 0.01%
63,628
+11,824
1224
$1.45M 0.01%
26,774
-18,000
1225
$1.44M 0.01%
11,063
-283
47 48
49
50 51