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
1251
$1.36M ﹤0.01%
20,316
+1,121
1252
$1.36M ﹤0.01%
88,204
+4,237
1253
$1.36M ﹤0.01%
44,822
+8,386
1254
$1.35M ﹤0.01%
6,850
+5,031
1255
$1.35M ﹤0.01%
+59,215
1256
$1.35M ﹤0.01%
67,283
+36,967
1257
$1.34M ﹤0.01%
34,861
-14,569
1258
$1.34M ﹤0.01%
28,517
+10,994
1259
$1.33M ﹤0.01%
9,128
+1,090
1260
$1.33M ﹤0.01%
10,750
+1,500
1261
$1.33M ﹤0.01%
63,894
-18,916
1262
$1.32M ﹤0.01%
21,668
+2,488
1263
$1.32M ﹤0.01%
28,965
+455
1264
$1.32M ﹤0.01%
5,492
+3,962
1265
$1.31M ﹤0.01%
62,770
+16,210
1266
$1.31M ﹤0.01%
25,001
-112
1267
$1.31M ﹤0.01%
63,565
-18,019
1268
$1.31M ﹤0.01%
8,137
-3,909
1269
$1.3M ﹤0.01%
23,408
-2,932
1270
$1.29M ﹤0.01%
32,028
-500
1271
$1.29M ﹤0.01%
17,708
+672
1272
$1.29M ﹤0.01%
54,420
+6,117
1273
$1.29M ﹤0.01%
110,862
-5,645
1274
$1.28M ﹤0.01%
90,983
+27,964
1275
$1.28M ﹤0.01%
13,658
-1,551
49 50
51
52 53