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
1226
$1.44M 0.01%
15,644
-1,036
1227
$1.44M 0.01%
30,930
+1,545
1228
$1.42M 0.01%
28,030
+2,373
1229
$1.42M ﹤0.01%
30,455
-5,470
1230
$1.42M ﹤0.01%
27,690
+910
1231
$1.41M ﹤0.01%
42,366
+1,962
1232
$1.41M ﹤0.01%
138,842
+51
1233
$1.4M ﹤0.01%
97,208
-26,700
1234
$1.4M ﹤0.01%
59,360
+848
1235
$1.4M ﹤0.01%
+23,582
1236
$1.39M ﹤0.01%
24,956
+17,717
1237
$1.39M ﹤0.01%
+131,654
1238
$1.38M ﹤0.01%
14,836
-1,222
1239
$1.38M ﹤0.01%
16,885
-15,558
1240
$1.38M ﹤0.01%
67,547
+265
1241
$1.38M ﹤0.01%
25,424
+1,205
1242
$1.37M ﹤0.01%
41,714
-22,018
1243
$1.37M ﹤0.01%
19,021
+1,440
1244
$1.37M ﹤0.01%
21,210
+9,597
1245
$1.37M ﹤0.01%
55,768
+874
1246
$1.36M ﹤0.01%
12,683
-3,481
1247
$1.36M ﹤0.01%
42,591
+4,519
1248
$1.36M ﹤0.01%
38,916
+892
1249
$1.36M ﹤0.01%
31,311
+15,860
1250
$1.36M ﹤0.01%
37,456
-1,150