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
101
$58.9M 0.21%
601,376
+60,824
102
$58M 0.2%
+193,503
103
$57.3M 0.2%
705,327
-40,875
104
$55.3M 0.19%
400,488
-8,401
105
$55M 0.19%
135,652
+8,225
106
$54.8M 0.19%
263,905
+4,673
107
$54.2M 0.19%
+246,459
108
$54M 0.19%
602,276
+14,334
109
$53.5M 0.19%
278,015
-876
110
$53.3M 0.19%
545,485
-1,404
111
$52.5M 0.18%
1,570,446
-7,464
112
$51.5M 0.18%
432,423
-11,924
113
$51.2M 0.18%
452,131
-73,007
114
$51.1M 0.18%
904,326
+74,127
115
$50.9M 0.18%
968,058
+7,591
116
$50.5M 0.18%
+238,959
117
$50.4M 0.18%
132,302
-555
118
$50.3M 0.18%
576,371
-69,003
119
$49.8M 0.17%
405,742
-510
120
$48.8M 0.17%
763,617
+7,382
121
$48.7M 0.17%
574,600
+8,924
122
$47.8M 0.17%
600,150
+175,392
123
$47.5M 0.17%
232,248
+9,939
124
$47.5M 0.17%
1,099,055
+14,806
125
$47.4M 0.17%
503,000
+1,739
3 4
5
6 7