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
1276
$1.28M ﹤0.01%
7,251
+56
1277
$1.28M ﹤0.01%
53,327
+2,810
1278
$1.28M ﹤0.01%
13,296
-475
1279
$1.28M ﹤0.01%
31,103
-1,505
1280
$1.28M ﹤0.01%
11,821
-4,929
1281
$1.27M ﹤0.01%
282,492
+2,101
1282
$1.27M ﹤0.01%
22,526
+100
1283
$1.27M ﹤0.01%
68,833
-2,370
1284
$1.26M ﹤0.01%
35,907
+11,127
1285
$1.26M ﹤0.01%
26,845
+1,498
1286
$1.26M ﹤0.01%
25,055
-2,648
1287
$1.26M ﹤0.01%
21,034
+5,293
1288
$1.25M ﹤0.01%
36,411
+130
1289
$1.25M ﹤0.01%
23,178
+2,988
1290
$1.25M ﹤0.01%
34,625
+315
1291
$1.24M ﹤0.01%
36,658
+6,458
1292
$1.24M ﹤0.01%
25,360
+1,211
1293
$1.24M ﹤0.01%
24,036
-10,276
1294
$1.24M ﹤0.01%
24,096
-843
1295
$1.24M ﹤0.01%
30,696
+11,186
1296
$1.24M ﹤0.01%
14,596
-2,588
1297
$1.23M ﹤0.01%
+1,053
1298
$1.23M ﹤0.01%
8,597
-5,087
1299
$1.23M ﹤0.01%
19,401
-4,226
1300
$1.23M ﹤0.01%
+48,308